+620.0%
NVDA vs IOT
+54.4%
+565.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.7% | -2.1% |
| 7D | -4.3% | -0.8% | -3.5% | -4.1% |
| 30D | +0.5% | -4.7% | +5.2% | +1.6% |
| 3M | +9.1% | +17.8% | -8.7% | +2.1% |
| 6M | +18.5% | +16.8% | +1.6% | +9.5% |
| YTD | +17.4% | +8.4% | +8.9% | +9.2% |
| 1Y | +23.4% | -0.8% | +24.2% | +17.1% |
| 3Y | +380.6% | +25.7% | +354.8% | +291.8% |
| All | +620.0% | +54.4% | +565.6% | +368.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling