+474.2%
NVDA vs QLD
+89.9%
+384.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.6% | -1.8% | -1.2% |
| 7D | -13.2% | -1.2% | -12.0% | -13.1% |
| 30D | -23.2% | -15.7% | -7.5% | -12.1% |
| 3M | -20.0% | -10.0% | -10.0% | -13.7% |
| 6M | -20.6% | -11.2% | -9.4% | -15.4% |
| YTD | -6.6% | +16.4% | -23.0% | -23.0% |
| 1Y | -9.8% | +12.7% | -22.5% | -23.7% |
| 3Y | +260.5% | +152.3% | +108.2% | +45.2% |
| 5Y | +474.2% | +91.8% | +382.4% | +208.9% |
| All | +474.2% | +89.9% | +384.3% | +208.9% |
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