+258.4%
NVDA vs XRT
+61.0%
+197.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +2.9% | +2.9% |
| 7D | -13.2% | -1.4% | -11.8% | -12.6% |
| 30D | -23.2% | +9.8% | -33.0% | -26.9% |
| 3M | -20.0% | +3.3% | -23.3% | -21.6% |
| 6M | -20.6% | +13.6% | -34.2% | -26.6% |
| YTD | -6.6% | +9.1% | -15.7% | -12.0% |
| 1Y | -9.8% | +15.1% | -24.9% | -18.0% |
| All | +258.4% | +61.0% | +197.4% | +200.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling