+34.4%
NVDA vs XLU
+4.9%
+29.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +5.9% | +0.8% | +5.1% | +6.0% |
| 30D | +5.1% | -1.3% | +6.4% | +5.0% |
| 3M | +5.4% | -1.3% | +6.7% | +5.3% |
| 6M | +26.0% | -7.6% | +33.6% | +26.5% |
| YTD | +23.7% | +2.3% | +21.4% | +21.5% |
| 1Y | +34.4% | +5.8% | +28.6% | +24.1% |
| All | +34.4% | +4.9% | +29.5% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 1y: compounded portfolio wealth divided by compounded XLU 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…
1y analysis · Full analysis span regression · 6 months rolling