+508.6%
NVDA vs ROIV
+378.2%
+130.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.2% | -3.4% | +1.5% |
| 7D | -8.8% | +5.3% | -14.1% | -9.8% |
| 30D | -21.4% | +11.9% | -33.3% | -23.2% |
| 3M | -14.7% | +10.7% | -25.4% | -16.9% |
| 6M | -10.0% | +34.9% | -44.9% | -16.1% |
| YTD | +0.3% | +79.2% | -78.9% | -12.1% |
| 1Y | -0.5% | +89.0% | -89.5% | -13.9% |
| 3Y | +309.2% | +337.3% | -28.2% | +196.9% |
| All | +508.6% | +378.2% | +130.3% | +259.6% |
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