+10,310.1%
NVDA vs IBB
+139.6%
+10,170.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.8% | -7.1% | -7.0% |
| 7D | -11.6% | +2.7% | -14.3% | -14.0% |
| 30D | -22.1% | +6.3% | -28.4% | -27.0% |
| 3M | -20.1% | +11.1% | -31.2% | -29.2% |
| 6M | -16.8% | +29.2% | -46.0% | -37.5% |
| YTD | -4.0% | +30.2% | -34.2% | -29.1% |
| 1Y | -4.8% | +39.5% | -44.3% | -35.0% |
| 3Y | +281.7% | +92.3% | +189.4% | +75.6% |
| 5Y | +485.4% | +43.0% | +442.4% | +286.4% |
| 10Y | +10,310.1% | +137.1% | +10,173.0% | +4,327.6% |
| All | +10,310.1% | +139.6% | +10,170.5% | +4,327.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling