+643.4%
NVDA vs IOT
+61.2%
+582.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | +3.8% | +2.8% | +1.0% | +2.8% |
| 30D | +0.8% | -1.8% | +2.6% | +1.1% |
| 3M | +8.2% | +17.9% | -9.7% | +1.4% |
| 6M | +27.1% | +13.5% | +13.6% | +18.6% |
| YTD | +21.2% | +13.3% | +7.9% | +11.4% |
| 1Y | +34.3% | -3.3% | +37.6% | +28.6% |
| 3Y | +396.3% | +31.3% | +364.9% | +299.6% |
| All | +643.4% | +61.2% | +582.2% | +378.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling