+7,836.4%
NVDA vs IP
+20.8%
+7,815.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.5% | -2.6% |
| 7D | -12.7% | -0.3% | -12.5% | -12.7% |
| 30D | -26.4% | +7.9% | -34.3% | -28.8% |
| 3M | -27.6% | -15.3% | -12.3% | -23.4% |
| 6M | -27.7% | +10.5% | -38.2% | -32.2% |
| YTD | -12.5% | -9.4% | -3.1% | -12.5% |
| 1Y | -12.6% | -4.6% | -8.0% | -15.0% |
| 3Y | +235.9% | +21.2% | +214.7% | +173.2% |
| 5Y | +438.2% | -13.3% | +451.5% | +412.7% |
| All | +7,836.4% | +20.8% | +7,815.6% | +5,848.5% |
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