-32.9%
GIS vs NVDX
+815.5%
-848.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.7% |
| 7D | -8.6% | -0.9% | -7.7% | -8.6% |
| 30D | -0.5% | +3.0% | -3.4% | 0.0% |
| 3M | +11.9% | +6.8% | +5.1% | +13.2% |
| 6M | -11.6% | +28.6% | -40.2% | -9.0% |
| YTD | -16.3% | +17.0% | -33.3% | -14.0% |
| 1Y | -21.8% | +27.0% | -48.8% | -18.7% |
| All | -32.9% | +815.5% | -848.5% | -11.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling