+919.8%
NVDA vs ROIV
+250.7%
+669.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.7% | +0.5% |
| 7D | +5.9% | +0.6% | +5.3% | +5.8% |
| 30D | +5.1% | +1.0% | +4.1% | +4.9% |
| 3M | +5.4% | +18.3% | -12.9% | +1.9% |
| 6M | +26.0% | +18.3% | +7.7% | +21.5% |
| YTD | +23.7% | +61.0% | -37.3% | +12.1% |
| 1Y | +34.4% | +177.9% | -143.5% | +9.3% |
| 3Y | +375.8% | +199.1% | +176.7% | +274.2% |
| All | +919.8% | +250.7% | +669.1% | +531.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling