+34.4%
NVDA vs XLY
-0.5%
+34.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +1.6% |
| 7D | +5.9% | -2.0% | +7.9% | +7.1% |
| 30D | +5.1% | -3.1% | +8.2% | +7.0% |
| 3M | +5.4% | -1.8% | +7.2% | +6.4% |
| 6M | +26.0% | -0.9% | +26.9% | +25.0% |
| YTD | +23.7% | -3.4% | +27.1% | +24.6% |
| 1Y | +34.4% | -1.5% | +35.9% | +35.9% |
| All | +34.4% | -0.5% | +34.9% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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