+444.8%
NVDA vs SRE
+51.3%
+393.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.2% |
| 7D | -12.7% | +1.8% | -14.5% | -13.1% |
| 30D | -26.4% | -3.0% | -23.4% | -25.9% |
| 3M | -27.6% | -7.3% | -20.4% | -26.5% |
| 6M | -27.7% | -11.9% | -15.8% | -25.8% |
| YTD | -12.5% | -7.9% | -4.6% | -11.5% |
| 1Y | -12.6% | -11.1% | -1.5% | -10.9% |
| 3Y | +235.9% | +24.8% | +211.1% | +195.6% |
| All | +444.8% | +51.3% | +393.4% | +329.1% |
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 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