-12.6%
NVDA vs QLD
+10.7%
-23.3%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -0.5% |
| 7D | -12.7% | +7.0% | -19.7% | -16.5% |
| 30D | -26.4% | -14.3% | -12.1% | -19.4% |
| 3M | -27.6% | -16.0% | -11.6% | -19.8% |
| 6M | -27.7% | -14.2% | -13.5% | -21.7% |
| YTD | -12.5% | +12.8% | -25.2% | -22.3% |
| 1Y | -12.6% | +14.1% | -26.7% | -23.1% |
| All | -12.6% | +10.7% | -23.3% | -23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling