+613,227.2%
NVDA vs XLB
+800.9%
+612,426.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +1.2% |
| 7D | +5.9% | -1.4% | +7.3% | +7.3% |
| 30D | +5.1% | -0.4% | +5.5% | +5.2% |
| 3M | +5.4% | +2.0% | +3.4% | +2.8% |
| 6M | +26.0% | +1.8% | +24.2% | +22.8% |
| YTD | +23.7% | +16.6% | +7.1% | +5.5% |
| 1Y | +34.4% | +16.9% | +17.4% | +13.6% |
| 3Y | +375.8% | +32.6% | +343.3% | +255.6% |
| 5Y | +911.8% | +35.6% | +876.1% | +676.0% |
| 10Y | +14,899.8% | +160.0% | +14,739.8% | +6,261.1% |
| All | +613,227.2% | +800.9% | +612,426.3% | +95,127.2% |
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 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