+416,894.2%
NVDA vs UPS
+237.3%
+416,656.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.2% | -0.8% |
| 7D | +3.8% | -2.1% | +5.9% | +5.4% |
| 30D | +0.8% | -2.3% | +3.1% | +2.4% |
| 3M | +8.2% | -5.2% | +13.4% | +11.1% |
| 6M | +27.1% | +1.4% | +25.7% | +23.2% |
| YTD | +21.2% | +6.1% | +15.1% | +12.3% |
| 1Y | +34.3% | +27.0% | +7.3% | +8.3% |
| 3Y | +396.3% | -25.9% | +422.2% | +443.4% |
| 5Y | +913.8% | -34.6% | +948.4% | +1,130.7% |
| 10Y | +14,572.5% | +36.2% | +14,536.3% | +9,287.3% |
| All | +416,894.2% | +237.3% | +416,656.9% | +130,631.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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