+1.0%
NVDA vs XLV
+34.1%
-33.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.1% | -6.2% | -2.2% |
| 7D | -7.1% | +5.5% | -12.6% | -5.5% |
| 30D | -16.2% | +13.3% | -29.5% | -13.1% |
| 3M | -5.5% | +17.4% | -22.9% | -1.1% |
| 6M | +1.1% | +32.1% | -31.1% | +6.0% |
| YTD | +7.6% | +24.0% | -16.5% | +12.4% |
| 1Y | +1.0% | +32.9% | -31.9% | +9.6% |
| All | +1.0% | +34.1% | -33.2% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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