+485.4%
NVDA vs USB
+26.3%
+459.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.5% | -6.8% | -5.3% |
| 7D | -11.6% | +0.8% | -12.3% | -11.9% |
| 30D | -22.1% | +6.8% | -28.9% | -24.3% |
| 3M | -20.1% | -3.8% | -16.4% | -19.1% |
| 6M | -16.8% | +11.7% | -28.5% | -21.3% |
| YTD | -4.0% | +17.5% | -21.5% | -11.6% |
| 1Y | -4.8% | +33.8% | -38.6% | -17.5% |
| 3Y | +281.7% | +104.2% | +177.5% | +162.1% |
| 5Y | +485.4% | +26.4% | +459.0% | +459.4% |
| All | +485.4% | +26.3% | +459.0% | +459.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling