+35,114.5%
NVDA vs XLRE
+109.5%
+35,005.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.1% |
| 7D | -0.3% | -0.7% | +0.4% | +0.2% |
| 30D | +2.8% | -2.2% | +5.0% | +4.4% |
| 3M | +7.4% | -2.6% | +10.1% | +8.9% |
| 6M | +22.6% | +2.6% | +20.0% | +19.1% |
| YTD | +20.1% | +9.3% | +10.8% | +11.0% |
| 1Y | +31.2% | +7.2% | +23.9% | +22.3% |
| 3Y | +391.7% | +31.3% | +360.4% | +275.1% |
| 5Y | +911.9% | +8.1% | +903.7% | +826.0% |
| 10Y | +15,200.7% | +88.9% | +15,111.8% | +9,448.9% |
| All | +35,114.5% | +109.5% | +35,005.0% | +20,036.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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