+874.6%
NVDA vs SRE
+46.9%
+827.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.1% |
| 7D | -4.4% | -0.7% | -3.7% | -4.3% |
| 30D | +0.4% | -1.7% | +2.1% | +0.7% |
| 3M | +9.0% | -7.1% | +16.0% | +10.6% |
| 6M | +18.3% | -8.4% | +26.7% | +20.2% |
| YTD | +17.2% | -3.5% | +20.7% | +17.3% |
| 1Y | +23.3% | +5.4% | +17.9% | +20.0% |
| 3Y | +380.0% | +29.5% | +350.5% | +322.8% |
| 5Y | +874.6% | +48.3% | +826.3% | +743.2% |
| All | +874.6% | +46.9% | +827.7% | +743.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling