+874.6%
NVDA vs SPXU
-85.5%
+960.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -1.0% |
| 7D | -4.4% | +6.4% | -10.8% | 0.0% |
| 30D | +0.4% | +5.9% | -5.6% | +5.1% |
| 3M | +9.0% | -11.7% | +20.6% | +1.6% |
| 6M | +18.3% | -28.7% | +47.0% | -2.8% |
| YTD | +17.2% | -26.4% | +43.6% | -0.1% |
| 1Y | +23.3% | -35.2% | +58.5% | -2.3% |
| 3Y | +380.0% | -79.8% | +459.8% | +116.3% |
| 5Y | +874.6% | -86.1% | +960.7% | +456.1% |
| All | +874.6% | -85.5% | +960.2% | +456.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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