+600,899.8%
NVDA vs XLU
+643.1%
+600,256.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.6% |
| 7D | +3.8% | +2.1% | +1.7% | +2.4% |
| 30D | +0.8% | -0.4% | +1.2% | +1.0% |
| 3M | +8.2% | +0.5% | +7.7% | +7.5% |
| 6M | +27.1% | -5.8% | +32.9% | +31.0% |
| YTD | +21.2% | +3.1% | +18.0% | +17.2% |
| 1Y | +34.3% | +8.1% | +26.2% | +25.5% |
| 3Y | +396.3% | +50.5% | +345.7% | +260.7% |
| 5Y | +913.8% | +44.7% | +869.1% | +649.8% |
| 10Y | +14,572.5% | +136.8% | +14,435.7% | +7,167.3% |
| All | +600,899.8% | +643.1% | +600,256.7% | +112,016.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling