+44.2%
GEV vs NDAQ
+24.5%
+19.8%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | +3.7% | +1.3% | +2.5% | +4.1% |
| 30D | -14.7% | +18.0% | -32.6% | -10.0% |
| 3M | -23.4% | +11.5% | -34.9% | -20.3% |
| 6M | -24.3% | +21.1% | -45.4% | -18.8% |
| YTD | +23.2% | +12.8% | +10.4% | +33.0% |
| 1Y | +44.2% | +25.7% | +18.5% | +38.4% |
| All | +44.2% | +24.5% | +19.8% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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