+89.2%
GAP vs NVDX
+774.9%
-685.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.4% | +2.3% | -1.6% |
| 7D | -6.3% | -8.6% | +2.3% | -5.4% |
| 30D | -0.2% | -1.4% | +1.2% | -0.6% |
| 3M | 0.0% | +10.6% | -10.6% | -2.4% |
| 6M | -8.1% | +20.2% | -28.3% | -12.1% |
| YTD | -16.5% | +11.8% | -28.3% | -19.9% |
| 1Y | -10.5% | +12.9% | -23.4% | -15.0% |
| All | +89.2% | +774.9% | -685.7% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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