+919.8%
NVDA vs USB
+40.0%
+879.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | +5.9% | +1.4% | +4.4% | +5.3% |
| 30D | +5.1% | -1.3% | +6.4% | +5.6% |
| 3M | +5.4% | +15.2% | -9.9% | -1.0% |
| 6M | +26.0% | +18.8% | +7.2% | +16.5% |
| YTD | +23.7% | +21.0% | +2.7% | +13.1% |
| 1Y | +34.4% | +34.0% | +0.4% | +17.1% |
| 3Y | +375.8% | +95.3% | +280.5% | +238.9% |
| All | +919.8% | +40.0% | +879.8% | +763.5% |
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 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