+82.8%
GEN vs NVDX
+774.9%
-692.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.1% | +1.0% |
| 7D | -4.3% | -8.6% | +4.3% | -3.8% |
| 30D | +3.8% | -1.4% | +5.2% | +3.7% |
| 3M | +22.3% | +10.6% | +11.6% | +20.9% |
| 6M | +39.0% | +20.2% | +18.8% | +36.2% |
| YTD | +11.9% | +11.8% | +0.1% | +9.8% |
| 1Y | +4.5% | +12.9% | -8.4% | +1.9% |
| All | +82.8% | +774.9% | -692.1% | +46.2% |
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