+15,200.7%
NVDA vs XLB
+158.8%
+15,041.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.1% | +0.2% |
| 7D | -0.3% | -2.9% | +2.6% | +2.8% |
| 30D | +2.8% | -3.4% | +6.2% | +6.3% |
| 3M | +7.4% | +1.6% | +5.8% | +4.8% |
| 6M | +22.6% | +3.6% | +19.0% | +16.7% |
| YTD | +20.1% | +14.2% | +5.8% | +2.1% |
| 1Y | +31.2% | +15.6% | +15.6% | +9.5% |
| 3Y | +391.7% | +33.1% | +358.6% | +245.8% |
| 5Y | +911.9% | +35.0% | +876.8% | +634.0% |
| 10Y | +15,200.7% | +164.5% | +15,036.2% | +6,317.2% |
| All | +15,200.7% | +158.8% | +15,041.9% | +6,317.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 10y: compounded portfolio wealth divided by compounded XLB 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…
10y analysis · Full analysis span regression · 6 months rolling