+384.8%
NVDA vs TRI
-20.3%
+405.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.1% |
| 7D | -4.3% | -14.4% | +10.1% | -2.8% |
| 30D | +0.5% | -8.1% | +8.6% | +1.3% |
| 3M | +9.1% | +17.5% | -8.5% | +5.0% |
| 6M | +18.5% | -5.0% | +23.4% | +19.9% |
| YTD | +17.4% | -24.7% | +42.1% | +30.7% |
| 1Y | +23.4% | -41.5% | +64.9% | +55.8% |
| All | +384.8% | -20.3% | +405.1% | +331.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling