+84.5%
GEN vs NVDX
+772.1%
-687.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.0% |
| 7D | -1.3% | -10.2% | +8.9% | -0.6% |
| 30D | +6.1% | -7.3% | +13.5% | +6.4% |
| 3M | +27.0% | +5.5% | +21.4% | +25.9% |
| 6M | +43.9% | +18.3% | +25.6% | +41.1% |
| YTD | +13.0% | +11.4% | +1.5% | +10.9% |
| 1Y | +4.0% | +12.7% | -8.7% | +1.5% |
| All | +84.5% | +772.1% | -687.6% | +47.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling