+889.8%
NVDA vs XLK
+146.9%
+742.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.4% | -2.2% |
| 7D | -5.1% | +0.2% | -5.3% | -5.5% |
| 30D | -2.5% | -0.6% | -1.8% | -1.3% |
| 3M | +6.7% | +2.6% | +4.1% | +0.9% |
| 6M | +17.6% | +34.0% | -16.4% | -30.5% |
| YTD | +17.3% | +30.7% | -13.4% | -27.9% |
| 1Y | +23.5% | +39.2% | -15.7% | -32.0% |
| 3Y | +384.6% | +120.4% | +264.2% | +26.8% |
| All | +889.8% | +146.9% | +742.8% | +144.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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