+23.5%
NVDA vs SRE
+4.6%
+18.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | -0.2% |
| 7D | -5.1% | -0.8% | -4.3% | -5.3% |
| 30D | -2.5% | -3.0% | +0.5% | -2.8% |
| 3M | +6.7% | -8.3% | +15.0% | +5.6% |
| 6M | +17.6% | -8.9% | +26.5% | +16.7% |
| YTD | +17.3% | -4.3% | +21.6% | +17.5% |
| 1Y | +23.5% | +2.7% | +20.8% | +30.4% |
| All | +23.5% | +4.6% | +18.9% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling