+600,899.8%
NVDA vs UL
+547.5%
+600,352.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.7% |
| 7D | +3.8% | -1.3% | +5.1% | +4.3% |
| 30D | +0.8% | +0.9% | -0.1% | +0.4% |
| 3M | +8.2% | +14.2% | -6.0% | +2.7% |
| 6M | +27.1% | -3.2% | +30.3% | +27.2% |
| YTD | +21.2% | -0.3% | +21.5% | +19.6% |
| 1Y | +34.3% | -8.8% | +43.1% | +36.0% |
| 3Y | +396.3% | +23.9% | +372.4% | +338.7% |
| 5Y | +913.8% | +21.4% | +892.4% | +792.8% |
| 10Y | +14,572.5% | +66.7% | +14,505.8% | +11,340.9% |
| All | +600,899.8% | +547.5% | +600,352.3% | +455,042.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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