+108,606.8%
NVDA vs IBB
+584.7%
+108,022.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.8% | -7.1% | -6.7% |
| 7D | -11.6% | +2.7% | -14.3% | -13.7% |
| 30D | -22.1% | +6.3% | -28.4% | -26.4% |
| 3M | -20.1% | +11.1% | -31.2% | -28.0% |
| 6M | -16.8% | +29.2% | -46.0% | -35.0% |
| YTD | -4.0% | +30.2% | -34.2% | -25.9% |
| 1Y | -4.8% | +39.5% | -44.3% | -31.2% |
| 3Y | +281.7% | +92.3% | +189.4% | +102.1% |
| 5Y | +485.4% | +43.0% | +442.4% | +318.0% |
| 10Y | +10,310.1% | +137.1% | +10,173.0% | +4,924.3% |
| All | +108,606.8% | +584.7% | +108,022.1% | +15,145.6% |
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 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