+508.6%
NVDA vs SW
-2.6%
+511.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +3.0% |
| 7D | -8.8% | +2.3% | -11.1% | -9.3% |
| 30D | -21.4% | +6.8% | -28.2% | -22.6% |
| 3M | -14.7% | -5.2% | -9.5% | -14.0% |
| 6M | -10.0% | +7.4% | -17.4% | -12.3% |
| YTD | +0.3% | +17.4% | -17.1% | -5.0% |
| 1Y | -0.5% | +27.1% | -27.6% | -7.7% |
| 3Y | +309.2% | +47.9% | +261.3% | +264.4% |
| All | +508.6% | -2.6% | +511.1% | +462.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling