+14,759.6%
NVDA vs IP
+23.2%
+14,736.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | 0.0% |
| 7D | +5.9% | -5.3% | +11.2% | +8.0% |
| 30D | +5.1% | -10.9% | +15.9% | +9.5% |
| 3M | +5.4% | +11.2% | -5.8% | -0.5% |
| 6M | +26.0% | -10.2% | +36.2% | +28.5% |
| YTD | +23.7% | -2.0% | +25.7% | +20.5% |
| 1Y | +34.4% | -19.1% | +53.5% | +40.4% |
| 3Y | +375.8% | +20.9% | +355.0% | +293.0% |
| 5Y | +911.8% | -17.8% | +929.6% | +896.0% |
| All | +14,759.6% | +23.2% | +14,736.4% | +11,656.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling