+1,798.0%
NVDA vs U
-44.5%
+1,842.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.1% |
| 7D | +5.9% | -3.8% | +9.7% | +7.0% |
| 30D | +5.1% | +17.5% | -12.4% | 0.0% |
| 3M | +5.4% | +38.7% | -33.4% | -4.8% |
| 6M | +26.0% | +104.4% | -78.4% | +1.2% |
| YTD | +23.7% | -5.7% | +29.4% | +19.1% |
| 1Y | +34.4% | +3.7% | +30.7% | +23.3% |
| 3Y | +375.8% | +12.3% | +363.5% | +286.1% |
| 5Y | +911.8% | -68.8% | +980.6% | +963.7% |
| All | +1,798.0% | -44.5% | +1,842.5% | +1,691.5% |
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