+10,058.2%
NVDA vs USB
+87.1%
+9,971.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.1% | -5.3% |
| 7D | -18.3% | +1.4% | -19.7% | -18.8% |
| 30D | -26.3% | +6.4% | -32.8% | -28.3% |
| 3M | -22.3% | -4.5% | -17.8% | -21.0% |
| 6M | -21.3% | +11.4% | -32.7% | -25.4% |
| YTD | -9.2% | +17.1% | -26.3% | -16.0% |
| 1Y | -14.9% | +32.6% | -47.5% | -25.5% |
| 3Y | +250.5% | +101.8% | +148.6% | +149.8% |
| 5Y | +475.8% | +25.1% | +450.7% | +399.6% |
| 10Y | +10,058.2% | +84.9% | +9,973.4% | +8,588.1% |
| All | +10,058.2% | +87.1% | +9,971.2% | +8,588.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling