+55.9%
NVDW vs SPY
+27.4%
+28.5%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -1.8% |
| 7D | -6.1% | -0.8% | -5.3% | -4.5% |
| 30D | -3.2% | -1.1% | -2.1% | -0.7% |
| 3M | +6.7% | +3.9% | +2.8% | -1.0% |
| 6M | +18.1% | +13.6% | +4.5% | -8.5% |
| YTD | +16.6% | +12.7% | +3.9% | -7.6% |
| 1Y | +22.0% | +17.5% | +4.5% | -10.8% |
| All | +55.9% | +27.4% | +28.5% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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