+911.9%
NVDA vs Z
-65.8%
+977.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | -0.3% | -7.1% | +6.7% | +2.0% |
| 30D | +2.8% | -4.8% | +7.6% | +3.9% |
| 3M | +7.4% | -9.3% | +16.8% | +9.3% |
| 6M | +22.6% | -29.0% | +51.6% | +34.4% |
| YTD | +20.1% | -52.9% | +73.0% | +49.9% |
| 1Y | +31.2% | -63.1% | +94.3% | +76.4% |
| 3Y | +391.7% | -36.9% | +428.6% | +407.4% |
| 5Y | +911.9% | -65.5% | +977.4% | +914.1% |
| All | +911.9% | -65.8% | +977.6% | +914.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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