+193.4%
NI vs GEN
+152.9%
+40.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +0.3% |
| 7D | +4.3% | +2.0% | +2.3% | +4.1% |
| 30D | +12.4% | +27.7% | -15.4% | +9.3% |
| 3M | +10.2% | +3.3% | +6.9% | +9.4% |
| 6M | -0.8% | +31.8% | -32.6% | -4.4% |
| YTD | +13.2% | +13.5% | -0.3% | +10.8% |
| 1Y | +10.1% | +16.0% | -6.0% | +7.4% |
| 3Y | +103.1% | +70.6% | +32.5% | +88.0% |
| 5Y | +115.5% | +32.1% | +83.4% | +102.9% |
| All | +193.4% | +152.9% | +40.5% | +150.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling