+1,439.5%
NVDA vs U
-31.3%
+1,470.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.5% | -2.7% | +1.3% |
| 7D | -8.8% | +36.6% | -45.4% | -16.9% |
| 30D | -21.4% | +13.3% | -34.7% | -24.8% |
| 3M | -14.7% | +26.2% | -40.8% | -21.1% |
| 6M | -10.0% | +88.7% | -98.7% | -26.4% |
| YTD | +0.3% | +16.6% | -16.3% | -10.0% |
| 1Y | -0.5% | +29.0% | -29.5% | -13.7% |
| 3Y | +309.2% | +99.5% | +209.7% | +176.6% |
| 5Y | +530.1% | -66.1% | +596.2% | +537.6% |
| All | +1,439.5% | -31.3% | +1,470.9% | +1,253.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling