+384.6%
NVDA vs IOT
+23.8%
+360.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -5.1% | -4.5% | -0.6% | -4.2% |
| 30D | -2.5% | -2.4% | 0.0% | -2.1% |
| 3M | +6.7% | +19.0% | -12.3% | +1.3% |
| 6M | +17.6% | +19.6% | -2.0% | +10.5% |
| YTD | +17.3% | +8.3% | +9.1% | +11.9% |
| 1Y | +23.5% | -0.8% | +24.3% | +19.8% |
| 3Y | +384.6% | +24.4% | +360.2% | +349.4% |
| All | +384.6% | +23.8% | +360.8% | +349.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 3y: compounded portfolio wealth divided by compounded IOT 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…
3y analysis · Full analysis span regression · 6 months rolling