+581,741.6%
NVDA vs XLV
+831.1%
+580,910.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | +0.2% |
| 7D | -5.1% | -3.6% | -1.6% | -1.1% |
| 30D | -2.5% | -1.8% | -0.7% | -0.9% |
| 3M | +6.7% | +7.8% | -1.1% | -4.1% |
| 6M | +17.6% | +9.1% | +8.5% | +3.6% |
| YTD | +17.3% | +7.7% | +9.6% | +4.4% |
| 1Y | +23.5% | +20.4% | +3.1% | -4.6% |
| 3Y | +384.6% | +30.8% | +353.9% | +229.0% |
| 5Y | +875.4% | +34.6% | +840.8% | +556.0% |
| 10Y | +14,849.4% | +173.4% | +14,676.0% | +4,411.5% |
| All | +581,741.6% | +831.1% | +580,910.5% | +41,989.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling