+581,277.5%
NVDA vs XLK
+1,334.3%
+579,943.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -0.3% |
| 7D | -4.4% | -0.4% | -4.0% | -3.9% |
| 30D | +0.4% | -0.5% | +0.9% | +1.3% |
| 3M | +9.0% | +5.0% | +4.0% | +0.4% |
| 6M | +18.3% | +32.9% | -14.5% | -23.3% |
| YTD | +17.2% | +29.0% | -11.7% | -20.8% |
| 1Y | +23.3% | +37.8% | -14.5% | -24.1% |
| 3Y | +380.0% | +118.7% | +261.4% | +64.3% |
| 5Y | +874.6% | +145.6% | +729.1% | +218.3% |
| 10Y | +14,837.5% | +791.5% | +14,046.0% | +775.4% |
| All | +581,277.5% | +1,334.3% | +579,943.3% | +32,491.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling