+57.7%
GD vs NVDX
+507.9%
-450.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.1% | -5.8% | -0.7% |
| 7D | -5.0% | -18.2% | +13.2% | -4.7% |
| 30D | +8.9% | -40.2% | +49.1% | +9.7% |
| 3M | -8.0% | -32.6% | +24.6% | -7.6% |
| 6M | +2.9% | -30.6% | +33.5% | +3.2% |
| YTD | +7.1% | -22.3% | +29.4% | +6.7% |
| 1Y | +5.9% | -27.1% | +33.0% | +5.7% |
| 3Y | +53.9% | +441.8% | -388.0% | +52.3% |
| All | +57.7% | +507.9% | -450.2% | +57.6% |
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