+14,546.7%
NVDA vs XLI
+260.4%
+14,286.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.3% |
| 7D | -5.1% | -1.7% | -3.5% | -3.3% |
| 30D | -2.5% | -7.3% | +4.8% | +6.5% |
| 3M | +6.7% | -1.3% | +8.0% | +8.1% |
| 6M | +17.6% | +2.2% | +15.4% | +13.6% |
| YTD | +17.3% | +11.7% | +5.6% | +1.5% |
| 1Y | +23.5% | +14.3% | +9.2% | +3.8% |
| 3Y | +384.6% | +70.3% | +314.3% | +157.1% |
| 5Y | +875.4% | +82.3% | +793.1% | +401.7% |
| All | +14,546.7% | +260.4% | +14,286.3% | +3,885.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling