+10,574.6%
NVDA vs USB
+92.8%
+10,481.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.0% |
| 7D | -8.8% | 0.0% | -8.8% | -8.8% |
| 30D | -21.4% | +5.8% | -27.2% | -23.3% |
| 3M | -14.7% | -6.0% | -8.7% | -12.7% |
| 6M | -10.0% | +7.8% | -17.8% | -13.4% |
| YTD | +0.3% | +14.6% | -14.3% | -6.3% |
| 1Y | -0.5% | +31.8% | -32.3% | -12.6% |
| 3Y | +309.2% | +91.5% | +217.6% | +198.9% |
| 5Y | +530.1% | +22.0% | +508.0% | +452.8% |
| All | +10,574.6% | +92.8% | +10,481.7% | +9,972.5% |
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