+911.9%
NVDA vs XME
+183.2%
+728.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | -0.3% | -0.2% | -0.1% | -0.2% |
| 30D | +2.8% | +1.4% | +1.4% | +1.8% |
| 3M | +7.4% | +2.7% | +4.7% | +5.0% |
| 6M | +22.6% | +6.5% | +16.1% | +16.1% |
| YTD | +20.1% | +15.2% | +4.9% | +6.2% |
| 1Y | +31.2% | +43.5% | -12.3% | -2.4% |
| 3Y | +391.7% | +135.9% | +255.9% | +148.0% |
| 5Y | +911.9% | +181.5% | +730.4% | +370.7% |
| All | +911.9% | +183.2% | +728.6% | +370.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 5y: compounded portfolio wealth divided by compounded XME 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…
5y analysis · Full analysis span regression · 6 months rolling