+613,227.4%
NVDA vs XLI
+1,098.1%
+612,129.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.3% |
| 7D | +5.9% | -1.1% | +6.9% | +7.2% |
| 30D | +5.1% | -5.9% | +11.0% | +13.1% |
| 3M | +5.4% | -0.3% | +5.6% | +5.4% |
| 6M | +26.0% | +0.1% | +25.9% | +24.8% |
| YTD | +23.7% | +13.6% | +10.1% | +4.7% |
| 1Y | +34.4% | +17.2% | +17.2% | +9.3% |
| 3Y | +375.8% | +68.2% | +307.6% | +153.8% |
| 5Y | +911.8% | +80.7% | +831.0% | +423.0% |
| 10Y | +14,899.8% | +253.3% | +14,646.5% | +3,272.8% |
| All | +613,227.4% | +1,098.1% | +612,129.2% | +33,027.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling