+235.9%
NVDA vs GIS
-38.9%
+274.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.4% | -4.4% | -0.7% |
| 7D | -12.7% | -3.4% | -9.4% | -14.5% |
| 30D | -26.4% | +6.9% | -33.3% | -23.1% |
| 3M | -27.6% | -10.1% | -17.5% | -31.0% |
| 6M | -27.7% | +5.9% | -33.6% | -23.2% |
| YTD | -12.5% | -21.1% | +8.6% | -23.0% |
| 1Y | -12.6% | -22.5% | +9.8% | -23.8% |
| 3Y | +235.9% | -39.0% | +274.9% | +153.9% |
| All | +235.9% | -38.9% | +274.9% | +153.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling