+88,745.5%
NVDA vs IWD
+745.6%
+88,000.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.0% | -6.3% | -7.0% |
| 7D | -11.6% | +1.3% | -12.8% | -13.3% |
| 30D | -22.1% | +3.6% | -25.7% | -25.9% |
| 3M | -20.1% | +2.3% | -22.5% | -23.0% |
| 6M | -16.8% | +13.0% | -29.8% | -30.1% |
| YTD | -4.0% | +26.2% | -30.2% | -30.8% |
| 1Y | -4.8% | +30.5% | -35.3% | -34.6% |
| 3Y | +281.7% | +86.2% | +195.5% | +60.6% |
| 5Y | +485.4% | +72.9% | +412.5% | +190.8% |
| 10Y | +10,310.1% | +205.0% | +10,105.0% | +2,293.2% |
| All | +88,745.5% | +745.6% | +88,000.0% | +5,062.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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