+399.1%
NVDA vs XRT
+45.1%
+354.0%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.3% |
| 7D | +5.9% | +0.8% | +5.1% | +5.5% |
| 30D | +5.1% | -4.2% | +9.3% | +7.3% |
| 3M | +5.4% | +5.1% | +0.3% | +1.9% |
| 6M | +26.0% | +2.4% | +23.6% | +23.3% |
| YTD | +23.7% | +3.2% | +20.5% | +20.2% |
| 1Y | +34.4% | +1.5% | +32.9% | +31.4% |
| All | +399.1% | +45.1% | +354.0% | +308.1% |
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