+474.2%
NVDA vs GEN
+35.2%
+439.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.1% | +0.8% | +2.2% |
| 7D | -13.2% | -0.8% | -12.4% | -13.0% |
| 30D | -23.2% | +31.2% | -54.4% | -30.5% |
| 3M | -20.0% | +6.1% | -26.1% | -22.6% |
| 6M | -20.6% | +38.1% | -58.8% | -31.5% |
| YTD | -6.6% | +14.4% | -21.0% | -13.3% |
| 1Y | -9.8% | +15.1% | -25.0% | -16.8% |
| 3Y | +260.5% | +68.5% | +192.0% | +168.7% |
| 5Y | +474.2% | +35.8% | +438.4% | +350.0% |
| All | +474.2% | +35.2% | +439.0% | +350.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling