+875.7%
NVDA vs XLI
+78.7%
+797.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.5% | -1.2% |
| 7D | -4.3% | -2.3% | -2.0% | -1.0% |
| 30D | +0.5% | -8.2% | +8.7% | +13.7% |
| 3M | +9.1% | +0.8% | +8.3% | +7.1% |
| 6M | +18.5% | +0.8% | +17.6% | +15.1% |
| YTD | +17.4% | +10.5% | +6.8% | -1.9% |
| 1Y | +23.4% | +14.1% | +9.3% | -2.4% |
| 3Y | +380.6% | +68.6% | +312.0% | +97.0% |
| 5Y | +875.7% | +80.4% | +795.3% | +275.2% |
| All | +875.7% | +78.7% | +797.0% | +275.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling