+15,200.7%
NVDA vs XRT
+120.9%
+15,079.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | +0.3% |
| 7D | -0.3% | -2.4% | +2.1% | +1.6% |
| 30D | +2.8% | -6.9% | +9.8% | +8.3% |
| 3M | +7.4% | -0.4% | +7.8% | +6.8% |
| 6M | +22.6% | +2.2% | +20.4% | +18.9% |
| YTD | +20.1% | -0.7% | +20.8% | +18.7% |
| 1Y | +31.2% | -2.0% | +33.2% | +30.0% |
| 3Y | +391.7% | +41.0% | +350.7% | +252.8% |
| 5Y | +911.9% | -3.3% | +915.2% | +888.6% |
| 10Y | +15,200.7% | +124.8% | +15,075.9% | +6,744.1% |
| All | +15,200.7% | +120.9% | +15,079.8% | +6,744.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 10y: compounded portfolio wealth divided by compounded XRT 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…
10y analysis · Full analysis span regression · 6 months rolling