+114,320.8%
NVDA vs IWD
+726.5%
+113,594.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.8% |
| 7D | +5.9% | -0.3% | +6.2% | +6.3% |
| 30D | +5.1% | +0.6% | +4.5% | +4.1% |
| 3M | +5.4% | +7.2% | -1.9% | -4.5% |
| 6M | +26.0% | +16.2% | +9.8% | +2.2% |
| YTD | +23.7% | +23.3% | +0.3% | -7.7% |
| 1Y | +34.4% | +29.6% | +4.8% | -6.6% |
| 3Y | +375.8% | +70.5% | +305.3% | +126.7% |
| 5Y | +911.8% | +73.5% | +838.3% | +402.1% |
| 10Y | +14,899.8% | +198.3% | +14,701.5% | +3,470.1% |
| All | +114,320.8% | +726.5% | +113,594.3% | +6,781.7% |
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