+6.7%
NI vs GEN
+5.4%
+1.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.5% | -0.8% |
| 7D | +2.0% | -1.2% | +3.2% | +2.0% |
| 30D | -3.5% | +10.1% | -13.7% | -3.0% |
| 3M | -9.1% | +16.1% | -25.2% | -8.4% |
| 6M | -11.8% | +38.9% | -50.7% | -9.2% |
| YTD | +1.1% | +14.4% | -13.3% | +6.2% |
| 1Y | +6.7% | +5.9% | +0.8% | +18.1% |
| All | +6.7% | +5.4% | +1.3% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling