+913.8%
NVDA vs T
+66.9%
+846.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -2.0% |
| 7D | +3.8% | -1.5% | +5.4% | +3.6% |
| 30D | +0.8% | +7.6% | -6.8% | +1.6% |
| 3M | +8.2% | +15.3% | -7.1% | +9.9% |
| 6M | +27.1% | -8.5% | +35.6% | +26.9% |
| YTD | +21.2% | +6.8% | +14.4% | +22.2% |
| 1Y | +34.3% | -7.2% | +41.5% | +34.6% |
| 3Y | +396.3% | +108.2% | +288.0% | +374.7% |
| 5Y | +913.8% | +66.1% | +847.7% | +935.2% |
| All | +913.8% | +66.9% | +846.9% | +935.2% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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