+34.4%
NVDA vs GIS
-18.7%
+53.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.3% | -0.1% |
| 7D | +5.9% | -7.8% | +13.7% | +2.6% |
| 30D | +5.1% | +6.6% | -1.5% | +7.9% |
| 3M | +5.4% | +21.0% | -15.6% | +15.2% |
| 6M | +26.0% | -9.1% | +35.1% | +20.6% |
| YTD | +23.7% | -13.6% | +37.3% | +15.6% |
| 1Y | +34.4% | -18.0% | +52.4% | +22.5% |
| All | +34.4% | -18.7% | +53.0% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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