+595,415.3%
NVDA vs XLF
+417.1%
+594,998.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | -0.3% | -1.0% | +0.7% | +0.4% |
| 30D | +2.8% | -1.3% | +4.1% | +3.7% |
| 3M | +7.4% | +9.1% | -1.7% | +0.4% |
| 6M | +22.6% | +14.4% | +8.3% | +10.7% |
| YTD | +20.1% | +5.1% | +15.0% | +15.1% |
| 1Y | +31.2% | +8.6% | +22.5% | +22.3% |
| 3Y | +391.7% | +74.4% | +317.3% | +225.0% |
| 5Y | +911.9% | +64.4% | +847.5% | +625.0% |
| 10Y | +15,200.7% | +251.6% | +14,949.1% | +6,260.6% |
| All | +595,415.3% | +417.1% | +594,998.2% | +209,730.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLF.
Daily Out/Under-Performance
Portfolio return minus XLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLF 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 XLF 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