+1.0%
NVDA vs IBB
+42.2%
-41.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.6% | -5.8% | -3.9% |
| 7D | -7.1% | +2.2% | -9.3% | -7.7% |
| 30D | -16.2% | +6.3% | -22.6% | -17.7% |
| 3M | -5.5% | +16.3% | -21.8% | -9.8% |
| 6M | +1.1% | +30.0% | -28.9% | -8.6% |
| YTD | +7.6% | +31.1% | -23.6% | -3.3% |
| 1Y | +1.0% | +42.0% | -41.0% | -7.7% |
| All | +1.0% | +42.2% | -41.2% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling