+56.2%
GD vs NVDX
+265.5%
-209.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.1% | +0.2% |
| 7D | +2.7% | -24.7% | +27.4% | +3.1% |
| 30D | +8.6% | -48.2% | +56.8% | +9.7% |
| 3M | -7.1% | -51.9% | +44.8% | -6.1% |
| 6M | +7.5% | -55.6% | +63.1% | +8.6% |
| YTD | +9.9% | -41.5% | +51.4% | +10.0% |
| 1Y | +7.6% | -44.0% | +51.5% | +7.7% |
| 3Y | +56.2% | +262.2% | -206.0% | +50.0% |
| All | +56.2% | +265.5% | -209.3% | +50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling