+875.7%
NVDA vs XYL
-15.8%
+891.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.5% |
| 7D | -4.3% | -1.2% | -3.1% | -3.6% |
| 30D | +0.5% | -13.2% | +13.7% | +10.9% |
| 3M | +9.1% | -0.2% | +9.2% | +7.6% |
| 6M | +18.5% | -12.5% | +31.0% | +28.2% |
| YTD | +17.4% | -20.9% | +38.2% | +35.9% |
| 1Y | +23.4% | -21.6% | +45.0% | +43.8% |
| 3Y | +380.6% | +16.1% | +364.4% | +288.0% |
| 5Y | +875.7% | -15.6% | +891.3% | +956.3% |
| All | +875.7% | -15.8% | +891.5% | +956.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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