+444.8%
NVDA vs IBN
+73.5%
+371.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.2% |
| 7D | -12.7% | +1.9% | -14.6% | -13.7% |
| 30D | -26.4% | +22.1% | -48.5% | -35.2% |
| 3M | -27.6% | +17.1% | -44.7% | -34.7% |
| 6M | -27.7% | +35.5% | -63.3% | -41.1% |
| YTD | -12.5% | +16.8% | -29.3% | -21.8% |
| 1Y | -12.6% | +12.4% | -25.0% | -19.9% |
| 3Y | +235.9% | +58.0% | +177.9% | +116.6% |
| All | +444.8% | +73.5% | +371.3% | +208.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 5y: compounded portfolio wealth divided by compounded IBN 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…
5y analysis · Full analysis span regression · 6 months rolling