-18.0%
GIS vs NVDX
+34.6%
-52.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -3.9% | -2.3% |
| 7D | -7.8% | +11.6% | -19.5% | -6.7% |
| 30D | +6.6% | +7.5% | -1.0% | +7.7% |
| 3M | +21.0% | +2.1% | +18.9% | +22.7% |
| 6M | -9.1% | +35.5% | -44.6% | -4.3% |
| YTD | -13.6% | +24.1% | -37.7% | -9.5% |
| 1Y | -18.0% | +33.0% | -51.0% | -13.1% |
| All | -18.0% | +34.6% | -52.6% | -13.1% |
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