+444.8%
NVDA vs ROIV
+380.3%
+64.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.9% | -1.8% |
| 7D | -12.7% | +1.7% | -14.4% | -13.1% |
| 30D | -26.4% | +17.6% | -44.0% | -28.9% |
| 3M | -27.6% | +9.0% | -36.6% | -29.4% |
| 6M | -27.7% | +35.3% | -63.0% | -32.8% |
| YTD | -12.5% | +82.2% | -94.6% | -23.7% |
| 1Y | -12.6% | +92.3% | -104.9% | -24.8% |
| 3Y | +235.9% | +336.8% | -100.9% | +142.9% |
| All | +444.8% | +380.3% | +64.5% | +214.8% |
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