+889.8%
NVDA vs MXL
+40.1%
+849.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.5% | -7.6% | -2.0% |
| 7D | -5.1% | +18.9% | -24.0% | -9.7% |
| 30D | -2.5% | +0.3% | -2.8% | -3.5% |
| 3M | +6.7% | -8.0% | +14.7% | +2.5% |
| 6M | +17.6% | +341.2% | -323.6% | -43.9% |
| YTD | +17.3% | +327.8% | -310.5% | -44.0% |
| 1Y | +23.5% | +364.9% | -341.4% | -44.5% |
| 3Y | +384.6% | +229.2% | +155.4% | +103.8% |
| All | +889.8% | +40.1% | +849.7% | +644.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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