-0.5%
NVDA vs SW
+26.7%
-27.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +2.9% |
| 7D | -8.8% | +2.3% | -11.1% | -9.0% |
| 30D | -21.4% | +6.8% | -28.2% | -22.0% |
| 3M | -14.7% | -5.2% | -9.5% | -14.2% |
| 6M | -10.0% | +7.4% | -17.4% | -11.6% |
| YTD | +0.3% | +17.4% | -17.1% | -0.9% |
| 1Y | -0.5% | +27.1% | -27.6% | -0.6% |
| All | -0.5% | +26.7% | -27.2% | -0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling