+64,987.3%
NVDA vs XYL
+449.8%
+64,537.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.9% | +2.1% |
| 7D | +5.9% | -5.0% | +10.9% | +9.2% |
| 30D | +5.1% | -13.2% | +18.3% | +14.3% |
| 3M | +5.4% | -3.7% | +9.1% | +6.9% |
| 6M | +26.0% | -17.7% | +43.7% | +40.2% |
| YTD | +23.7% | -21.5% | +45.2% | +40.7% |
| 1Y | +34.4% | -24.5% | +58.9% | +56.5% |
| 3Y | +375.8% | +6.9% | +368.9% | +340.1% |
| 5Y | +911.8% | -18.1% | +929.8% | +988.2% |
| 10Y | +14,899.8% | +134.7% | +14,765.1% | +8,963.5% |
| All | +64,987.3% | +449.8% | +64,537.5% | +27,038.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling