+309.2%
NVDA vs U
+81.5%
+227.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.5% | -2.7% | +1.8% |
| 7D | -8.8% | +36.6% | -45.4% | -14.3% |
| 30D | -21.4% | +13.3% | -34.7% | -23.6% |
| 3M | -14.7% | +26.2% | -40.8% | -19.0% |
| 6M | -10.0% | +88.7% | -98.7% | -21.5% |
| YTD | +0.3% | +16.6% | -16.3% | -6.2% |
| 1Y | -0.5% | +29.0% | -29.5% | -9.1% |
| 3Y | +309.2% | +99.5% | +209.7% | +221.1% |
| All | +309.2% | +81.5% | +227.7% | +221.1% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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