+123,966.3%
NVDA vs ITOT
+879.4%
+123,086.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.6% | -1.2% |
| 7D | -4.3% | -2.0% | -2.3% | -1.1% |
| 30D | +0.5% | -2.0% | +2.5% | +3.9% |
| 3M | +9.1% | +4.5% | +4.5% | +2.1% |
| 6M | +18.5% | +12.6% | +5.8% | -1.1% |
| YTD | +17.4% | +12.0% | +5.4% | -0.8% |
| 1Y | +23.4% | +17.3% | +6.2% | -2.7% |
| 3Y | +380.6% | +75.2% | +305.3% | +114.9% |
| 5Y | +875.7% | +74.0% | +801.7% | +390.4% |
| 10Y | +14,854.2% | +298.6% | +14,555.6% | +2,348.3% |
| All | +123,966.3% | +879.4% | +123,086.8% | +4,940.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 all: compounded portfolio wealth divided by compounded ITOT 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…
all analysis · Full analysis span regression · 6 months rolling