+433,968.7%
NVDA vs SRE
+1,626.3%
+432,342.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.3% |
| 7D | -12.7% | +1.8% | -14.5% | -13.4% |
| 30D | -26.4% | -3.0% | -23.4% | -25.5% |
| 3M | -27.6% | -7.3% | -20.4% | -25.6% |
| 6M | -27.7% | -11.9% | -15.8% | -24.4% |
| YTD | -12.5% | -7.9% | -4.6% | -10.6% |
| 1Y | -12.6% | -11.1% | -1.5% | -9.5% |
| 3Y | +235.9% | +24.8% | +211.1% | +188.6% |
| 5Y | +438.2% | +52.4% | +385.9% | +318.8% |
| 10Y | +7,445.8% | +127.9% | +7,317.9% | +4,485.0% |
| All | +433,968.7% | +1,626.3% | +432,342.4% | +154,513.0% |
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