+34.4%
NVDA vs IGV
-1.8%
+36.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.1% | +1.8% |
| 7D | +5.9% | -4.5% | +10.4% | +7.9% |
| 30D | +5.1% | +3.2% | +1.9% | +3.6% |
| 3M | +5.4% | +4.5% | +0.8% | +3.8% |
| 6M | +26.0% | +22.1% | +3.9% | +15.8% |
| YTD | +23.7% | -1.0% | +24.7% | +33.1% |
| 1Y | +34.4% | -2.1% | +36.5% | +50.3% |
| All | +34.4% | -1.8% | +36.2% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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