+600,899.8%
NVDA vs TROW
+1,306.2%
+599,593.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.8% |
| 7D | +3.8% | +0.4% | +3.4% | +3.6% |
| 30D | +0.8% | -4.0% | +4.8% | +3.4% |
| 3M | +8.2% | +5.0% | +3.2% | +4.0% |
| 6M | +27.1% | +24.3% | +2.8% | +9.4% |
| YTD | +21.2% | +9.8% | +11.4% | +12.4% |
| 1Y | +34.3% | +6.4% | +27.8% | +26.4% |
| 3Y | +396.3% | +15.8% | +380.5% | +336.7% |
| 5Y | +913.8% | -37.3% | +951.1% | +1,239.4% |
| 10Y | +14,572.5% | +130.6% | +14,441.9% | +8,498.1% |
| All | +600,899.8% | +1,306.2% | +599,593.6% | +111,873.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 all: compounded portfolio wealth divided by compounded TROW 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…
all analysis · Full analysis span regression · 6 months rolling