+613,227.1%
NVDA vs SRE
+1,708.8%
+611,518.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.1% |
| 7D | +5.9% | -0.3% | +6.2% | +5.9% |
| 30D | +5.1% | -0.7% | +5.8% | +5.1% |
| 3M | +5.4% | -6.3% | +11.7% | +7.7% |
| 6M | +26.0% | -10.7% | +36.7% | +30.9% |
| YTD | +23.7% | -3.5% | +27.1% | +24.0% |
| 1Y | +34.4% | +5.3% | +29.1% | +29.2% |
| 3Y | +375.8% | +31.8% | +344.0% | +298.8% |
| 5Y | +911.8% | +47.4% | +864.4% | +699.9% |
| 10Y | +14,899.8% | +120.6% | +14,779.2% | +9,169.1% |
| All | +613,227.1% | +1,708.8% | +611,518.3% | +214,423.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling