+23.5%
NVDA vs XLV
+21.9%
+1.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | -0.1% |
| 7D | -5.1% | -3.6% | -1.6% | -5.8% |
| 30D | -2.5% | -1.8% | -0.7% | -2.8% |
| 3M | +6.7% | +7.8% | -1.1% | +7.5% |
| 6M | +17.6% | +9.1% | +8.5% | +18.2% |
| YTD | +17.3% | +7.7% | +9.6% | +17.7% |
| 1Y | +23.5% | +20.4% | +3.1% | +22.7% |
| All | +23.5% | +21.9% | +1.6% | +22.7% |
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