+898.3%
NVDA vs XHB
+33.5%
+864.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | +0.2% |
| 7D | -0.3% | -1.9% | +1.6% | +1.1% |
| 30D | +2.8% | -8.3% | +11.1% | +9.4% |
| 3M | +7.4% | -7.1% | +14.6% | +12.5% |
| 6M | +22.6% | -5.3% | +27.9% | +25.4% |
| YTD | +20.1% | -3.2% | +23.3% | +19.0% |
| 1Y | +31.2% | -13.9% | +45.0% | +41.7% |
| 3Y | +391.7% | +24.9% | +366.8% | +232.3% |
| All | +898.3% | +33.5% | +864.8% | +540.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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