+396.3%
NVDA vs GEN
+57.7%
+338.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.7% | +0.7% | -1.3% |
| 7D | +3.8% | -0.7% | +4.5% | +4.0% |
| 30D | +0.8% | +2.6% | -1.9% | 0.0% |
| 3M | +8.2% | +15.8% | -7.6% | +3.6% |
| 6M | +27.1% | +33.1% | -6.0% | +16.3% |
| YTD | +21.2% | +11.3% | +9.9% | +17.2% |
| 1Y | +34.3% | +1.7% | +32.6% | +33.8% |
| 3Y | +396.3% | +58.1% | +338.1% | +323.3% |
| All | +396.3% | +57.7% | +338.5% | +323.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling