+911.9%
NVDA vs STX
+1,117.9%
-206.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | 0.0% |
| 7D | -0.3% | +9.6% | -9.9% | -4.5% |
| 30D | +2.8% | +10.6% | -7.8% | -2.6% |
| 3M | +7.4% | +4.8% | +2.6% | +0.7% |
| 6M | +22.6% | +137.3% | -114.6% | -25.7% |
| YTD | +20.1% | +222.5% | -202.4% | -41.9% |
| 1Y | +31.2% | +366.2% | -335.1% | -52.4% |
| 3Y | +391.7% | +1,352.9% | -961.2% | -25.5% |
| 5Y | +911.9% | +1,077.4% | -165.6% | +92.2% |
| All | +911.9% | +1,117.9% | -206.0% | +92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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