+271.2%
GE vs NVD
-99.2%
+370.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.9% | -4.7% | -2.6% |
| 7D | -1.2% | +0.5% | -1.8% | -1.1% |
| 30D | -11.3% | -9.3% | -2.0% | -12.1% |
| 3M | -1.4% | -22.1% | +20.7% | -3.6% |
| 6M | +1.2% | -45.8% | +47.0% | -4.7% |
| YTD | +5.9% | -46.7% | +52.6% | +0.3% |
| 1Y | +18.4% | -59.5% | +77.9% | +9.4% |
| 3Y | +271.0% | -99.2% | +370.1% | +135.4% |
| All | +271.2% | -99.2% | +370.3% | +135.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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