+10,310.1%
NVDA vs SW
+183.3%
+10,126.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.3% |
| 7D | -11.6% | +1.8% | -13.4% | -11.9% |
| 30D | -22.1% | +7.0% | -29.1% | -23.0% |
| 3M | -20.1% | -7.6% | -12.5% | -19.3% |
| 6M | -16.8% | +8.5% | -25.3% | -18.5% |
| YTD | -4.0% | +17.7% | -21.6% | -7.7% |
| 1Y | -4.8% | +27.1% | -31.9% | -9.8% |
| 3Y | +281.7% | +48.2% | +233.5% | +252.0% |
| 5Y | +485.4% | -2.3% | +487.7% | +450.6% |
| 10Y | +10,310.1% | +183.3% | +10,126.7% | +10,436.1% |
| All | +10,310.1% | +183.3% | +10,126.7% | +10,436.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling