+66,597.9%
NVDA vs XHB
+173.9%
+66,424.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | +0.2% |
| 7D | +5.9% | -1.3% | +7.2% | +6.8% |
| 30D | +5.1% | -6.9% | +12.0% | +10.1% |
| 3M | +5.4% | -1.3% | +6.6% | +5.4% |
| 6M | +26.0% | -6.8% | +32.8% | +30.4% |
| YTD | +23.7% | +0.7% | +22.9% | +20.1% |
| 1Y | +34.4% | -11.2% | +45.6% | +40.8% |
| 3Y | +375.8% | +25.3% | +350.5% | +275.0% |
| 5Y | +911.8% | +37.3% | +874.4% | +670.0% |
| 10Y | +14,899.8% | +211.5% | +14,688.3% | +6,406.4% |
| All | +66,597.9% | +173.9% | +66,424.0% | +23,998.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling