-10.0%
NVDA vs IBB
+38.4%
-48.4%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.8% | -7.1% | -5.2% |
| 7D | -11.6% | +2.7% | -14.3% | -12.1% |
| 30D | -22.1% | +6.3% | -28.4% | -23.3% |
| 3M | -20.1% | +11.1% | -31.2% | -22.5% |
| 6M | -16.8% | +29.2% | -46.0% | -24.3% |
| YTD | -4.0% | +30.2% | -34.2% | -13.1% |
| All | -10.0% | +38.4% | -48.4% | -16.6% |
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 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