+10,058.2%
NVDA vs QLD
+1,387.1%
+8,671.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.2% | -4.3% | -4.5% |
| 7D | -18.3% | -3.8% | -14.5% | -16.4% |
| 30D | -26.3% | -20.5% | -5.8% | -12.0% |
| 3M | -22.3% | -14.6% | -7.6% | -12.6% |
| 6M | -21.3% | -14.7% | -6.7% | -13.4% |
| YTD | -9.2% | +11.2% | -20.4% | -20.8% |
| 1Y | -14.9% | +7.1% | -22.0% | -23.6% |
| 3Y | +250.5% | +141.1% | +109.4% | +60.2% |
| 5Y | +475.8% | +84.3% | +391.6% | +223.7% |
| 10Y | +10,058.2% | +1,450.1% | +8,608.2% | +749.8% |
| All | +10,058.2% | +1,387.1% | +8,671.1% | +749.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling