+139,899.5%
NVDA vs IBB
+560.8%
+139,338.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.6% |
| 7D | +5.9% | +1.4% | +4.5% | +4.6% |
| 30D | +5.1% | +10.5% | -5.4% | -4.3% |
| 3M | +5.4% | +23.6% | -18.3% | -13.6% |
| 6M | +26.0% | +22.6% | +3.4% | +3.5% |
| YTD | +23.7% | +25.7% | -2.0% | -0.9% |
| 1Y | +34.4% | +51.4% | -17.0% | -9.5% |
| 3Y | +375.8% | +64.4% | +311.4% | +191.6% |
| 5Y | +911.8% | +22.1% | +889.6% | +732.9% |
| 10Y | +14,899.8% | +132.5% | +14,767.3% | +7,238.1% |
| All | +139,899.5% | +560.8% | +139,338.7% | +20,280.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling