+889.8%
NVDA vs XLU
+42.8%
+847.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -5.1% | -1.6% | -3.5% | -4.6% |
| 30D | -2.5% | -3.3% | +0.8% | -1.3% |
| 3M | +6.7% | -3.2% | +9.8% | +7.8% |
| 6M | +17.6% | -7.0% | +24.6% | +20.3% |
| YTD | +17.3% | +0.6% | +16.7% | +15.9% |
| 1Y | +23.5% | +2.4% | +21.1% | +20.8% |
| 3Y | +384.6% | +46.3% | +338.4% | +304.6% |
| All | +889.8% | +42.8% | +847.0% | +752.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling