+889.8%
NVDA vs GIS
-25.1%
+914.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | -0.2% |
| 7D | -5.1% | -6.4% | +1.2% | -7.7% |
| 30D | -2.5% | -6.1% | +3.6% | -4.8% |
| 3M | +6.7% | +7.8% | -1.2% | +11.0% |
| 6M | +17.6% | -8.8% | +26.4% | +14.3% |
| YTD | +17.3% | -19.1% | +36.4% | +8.9% |
| 1Y | +23.5% | -24.8% | +48.3% | +11.8% |
| 3Y | +384.6% | -37.6% | +422.2% | +312.4% |
| All | +889.8% | -25.1% | +914.8% | +752.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling