+23.5%
NVDA vs IRM
+22.0%
+1.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.1% | -0.6% |
| 7D | -5.1% | -1.4% | -3.7% | -4.7% |
| 30D | -2.5% | -7.4% | +4.9% | -0.4% |
| 3M | +6.7% | -7.4% | +14.0% | +8.7% |
| 6M | +17.6% | +8.7% | +8.9% | +13.2% |
| YTD | +17.3% | +40.9% | -23.6% | +4.7% |
| 1Y | +23.5% | +20.5% | +3.0% | +12.8% |
| All | +23.5% | +22.0% | +1.5% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 1y: compounded portfolio wealth divided by compounded IRM 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…
1y analysis · Full analysis span regression · 6 months rolling