+444.8%
NVDA vs SPXU
-83.3%
+528.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -1.1% |
| 7D | -12.7% | -7.6% | -5.2% | -17.5% |
| 30D | -26.4% | +5.3% | -31.7% | -22.4% |
| 3M | -27.6% | +9.6% | -37.3% | -20.8% |
| 6M | -27.7% | -4.5% | -23.2% | -26.6% |
| YTD | -12.5% | -25.9% | +13.4% | -23.6% |
| 1Y | -12.6% | -28.9% | +16.2% | -25.5% |
| 3Y | +235.9% | -80.5% | +316.4% | +47.8% |
| All | +444.8% | -83.3% | +528.0% | +254.0% |
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