+450,068.1%
NVDA vs XLB
+812.1%
+449,255.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.2% | -5.3% | -5.3% |
| 7D | -18.3% | +0.5% | -18.8% | -18.7% |
| 30D | -26.3% | +6.9% | -33.3% | -31.1% |
| 3M | -22.3% | -0.2% | -22.1% | -22.6% |
| 6M | -21.3% | +3.3% | -24.6% | -24.6% |
| YTD | -9.2% | +18.0% | -27.3% | -23.8% |
| 1Y | -14.9% | +24.2% | -39.2% | -32.2% |
| 3Y | +250.5% | +44.7% | +205.7% | +140.2% |
| 5Y | +475.8% | +31.6% | +444.3% | +351.7% |
| 10Y | +10,058.2% | +164.2% | +9,894.0% | +4,128.3% |
| All | +450,068.1% | +812.1% | +449,255.9% | +68,709.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling