+1.0%
NVDA vs XLI
+12.2%
-11.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -2.3% |
| 7D | -7.1% | +0.6% | -7.7% | -7.4% |
| 30D | -16.2% | -0.4% | -15.9% | -16.0% |
| 3M | -5.5% | -8.8% | +3.4% | +1.4% |
| 6M | +1.1% | -0.4% | +1.4% | +1.5% |
| YTD | +7.6% | +10.1% | -2.6% | -2.0% |
| 1Y | +1.0% | +12.3% | -11.3% | -9.3% |
| All | +1.0% | +12.2% | -11.2% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 1y: compounded portfolio wealth divided by compounded XLI 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…
1y analysis · Full analysis span regression · 6 months rolling