+47,103.9%
NVDA vs XHB
+172.3%
+46,931.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.5% |
| 7D | -12.7% | -0.2% | -12.5% | -12.7% |
| 30D | -26.4% | +9.9% | -36.4% | -31.7% |
| 3M | -27.6% | -6.3% | -21.3% | -25.2% |
| 6M | -27.7% | +3.8% | -31.6% | -30.9% |
| YTD | -12.5% | +0.1% | -12.6% | -15.5% |
| 1Y | -12.6% | -0.8% | -11.8% | -15.6% |
| 3Y | +235.9% | +35.6% | +200.3% | +148.0% |
| 5Y | +438.2% | +29.6% | +408.7% | +321.9% |
| 10Y | +7,445.8% | +237.5% | +7,208.3% | +2,983.7% |
| All | +47,103.9% | +172.3% | +46,931.7% | +16,856.5% |
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