+613,227.1%
NVDA vs SPGI
+2,640.6%
+610,586.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.8% |
| 7D | +5.9% | +0.1% | +5.7% | +5.6% |
| 30D | +5.1% | +8.4% | -3.3% | -0.6% |
| 3M | +5.4% | +11.8% | -6.5% | -3.9% |
| 6M | +26.0% | +5.7% | +20.3% | +18.2% |
| YTD | +23.7% | -9.7% | +33.3% | +26.2% |
| 1Y | +34.4% | -12.5% | +46.8% | +38.1% |
| 3Y | +375.8% | +21.8% | +354.0% | +292.2% |
| 5Y | +911.8% | +8.2% | +903.6% | +825.7% |
| 10Y | +14,899.8% | +309.5% | +14,590.3% | +6,226.1% |
| All | +613,227.1% | +2,640.6% | +610,586.4% | +80,120.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling