+5.9%
GEN vs NVDX
+34.6%
-28.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.2% |
| 7D | -1.2% | +11.6% | -12.8% | -1.7% |
| 30D | +10.1% | +7.5% | +2.6% | +9.6% |
| 3M | +16.1% | +2.1% | +14.0% | +16.0% |
| 6M | +38.9% | +35.5% | +3.3% | +36.4% |
| YTD | +14.4% | +24.1% | -9.7% | +11.3% |
| 1Y | +5.9% | +33.0% | -27.1% | +4.1% |
| All | +5.9% | +34.6% | -28.7% | +4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling