+63,123.4%
NVDA vs XBI
+905.2%
+62,218.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -1.2% |
| 7D | -4.4% | -4.6% | +0.2% | -1.2% |
| 30D | +0.4% | -0.8% | +1.2% | +0.6% |
| 3M | +9.0% | +21.8% | -12.9% | -6.3% |
| 6M | +18.3% | +23.2% | -4.9% | +0.3% |
| YTD | +17.2% | +28.7% | -11.5% | -4.2% |
| 1Y | +23.3% | +67.8% | -44.5% | -17.3% |
| 3Y | +380.0% | +100.6% | +279.4% | +171.9% |
| 5Y | +874.6% | +19.8% | +854.8% | +692.1% |
| 10Y | +14,837.5% | +159.7% | +14,677.7% | +6,703.3% |
| All | +63,123.4% | +905.2% | +62,218.2% | +4,938.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 all: compounded portfolio wealth divided by compounded XBI 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…
all analysis · Full analysis span regression · 6 months rolling