+485.4%
NVDA vs IP
-9.5%
+494.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.9% | -7.2% | -5.2% |
| 7D | -11.6% | -3.0% | -8.5% | -10.8% |
| 30D | -22.1% | +10.6% | -32.7% | -24.7% |
| 3M | -20.1% | -13.6% | -6.6% | -16.8% |
| 6M | -16.8% | +10.4% | -27.2% | -21.1% |
| YTD | -4.0% | -6.5% | +2.5% | -4.9% |
| 1Y | -4.8% | -2.1% | -2.7% | -7.8% |
| 3Y | +281.7% | +22.0% | +259.7% | +205.3% |
| 5Y | +485.4% | -9.7% | +495.1% | +435.1% |
| All | +485.4% | -9.5% | +494.9% | +435.1% |
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