+913.8%
NVDA vs SPGI
+5.8%
+908.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | +0.2% |
| 7D | +3.8% | -2.5% | +6.3% | +5.5% |
| 30D | +0.8% | +5.4% | -4.6% | -3.4% |
| 3M | +8.2% | +9.0% | -0.8% | -1.1% |
| 6M | +27.1% | +0.8% | +26.3% | +22.5% |
| YTD | +21.2% | -12.6% | +33.7% | +29.4% |
| 1Y | +34.3% | -16.1% | +50.4% | +46.9% |
| 3Y | +396.3% | +19.0% | +377.3% | +256.4% |
| 5Y | +913.8% | +5.1% | +908.7% | +762.9% |
| All | +913.8% | +5.8% | +908.0% | +762.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SPGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling