+14,546.7%
NVDA vs SRE
+122.3%
+14,424.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | -5.1% | -0.8% | -4.3% | -4.9% |
| 30D | -2.5% | -3.0% | +0.5% | -1.7% |
| 3M | +6.7% | -8.3% | +15.0% | +9.3% |
| 6M | +17.6% | -8.9% | +26.5% | +20.3% |
| YTD | +17.3% | -4.3% | +21.6% | +17.8% |
| 1Y | +23.5% | +2.7% | +20.8% | +20.7% |
| 3Y | +384.6% | +28.7% | +356.0% | +323.3% |
| 5Y | +875.4% | +47.1% | +828.3% | +708.2% |
| All | +14,546.7% | +122.3% | +14,424.4% | +11,326.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 10y: compounded portfolio wealth divided by compounded SRE 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…
10y analysis · Full analysis span regression · 6 months rolling