+508.6%
NVDA vs QLD
+66.7%
+441.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.5% | +0.2% | +0.5% |
| 7D | -8.8% | -10.3% | +1.5% | -0.2% |
| 30D | -21.4% | -26.1% | +4.7% | +1.5% |
| 3M | -14.7% | -17.8% | +3.1% | +0.2% |
| 6M | -10.0% | -15.6% | +5.6% | +0.6% |
| YTD | +0.3% | +5.4% | -5.1% | -9.3% |
| 1Y | -0.5% | +5.2% | -5.8% | -10.2% |
| 3Y | +309.2% | +139.4% | +169.7% | +72.9% |
| All | +508.6% | +66.7% | +441.8% | +276.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling