+10,058.2%
NVDA vs IP
+24.7%
+10,033.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.1% | -4.3% | -5.0% |
| 7D | -18.3% | 0.0% | -18.3% | -18.3% |
| 30D | -26.3% | +9.4% | -35.7% | -29.1% |
| 3M | -22.3% | -14.1% | -8.2% | -18.3% |
| 6M | -21.3% | +9.2% | -30.5% | -25.8% |
| YTD | -9.2% | -7.5% | -1.7% | -10.0% |
| 1Y | -14.9% | -2.8% | -12.2% | -17.8% |
| 3Y | +250.5% | +21.2% | +229.2% | +186.4% |
| 5Y | +475.8% | -11.5% | +487.3% | +444.7% |
| 10Y | +10,058.2% | +23.7% | +10,034.6% | +11,229.6% |
| All | +10,058.2% | +24.7% | +10,033.5% | +11,229.6% |
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