+142.6%
NVDA vs GEV
+706.8%
-564.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -0.9% |
| 7D | -4.3% | -1.9% | -2.4% | -3.5% |
| 30D | +0.5% | -8.7% | +9.2% | +4.7% |
| 3M | +9.1% | +6.6% | +2.5% | +3.4% |
| 6M | +18.5% | +10.2% | +8.2% | +8.4% |
| YTD | +17.4% | +41.6% | -24.3% | -6.6% |
| 1Y | +23.4% | +43.9% | -20.4% | -4.6% |
| All | +142.6% | +706.8% | -564.2% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEV.
Daily Out/Under-Performance
Portfolio return minus GEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEV 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 GEV 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