+399.1%
NVDA vs ROIV
+201.4%
+197.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.5% |
| 7D | +5.9% | +0.6% | +5.3% | +5.7% |
| 30D | +5.1% | +1.0% | +4.1% | +4.9% |
| 3M | +5.4% | +18.3% | -12.9% | +1.4% |
| 6M | +26.0% | +18.3% | +7.7% | +20.7% |
| YTD | +23.7% | +61.0% | -37.3% | +10.1% |
| 1Y | +34.4% | +177.9% | -143.5% | +4.9% |
| All | +399.1% | +201.4% | +197.7% | +268.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling