+508.6%
NVDA vs IP
-12.0%
+520.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +1.9% | +2.5% |
| 7D | -8.8% | -5.1% | -3.7% | -7.3% |
| 30D | -21.4% | +8.5% | -29.9% | -23.6% |
| 3M | -14.7% | -13.8% | -0.8% | -11.0% |
| 6M | -10.0% | +5.7% | -15.7% | -13.4% |
| YTD | +0.3% | -9.1% | +9.4% | +0.3% |
| 1Y | -0.5% | -0.8% | +0.3% | -4.4% |
| 3Y | +309.2% | +14.8% | +294.4% | +237.3% |
| All | +508.6% | -12.0% | +520.6% | +460.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling