+191.9%
NI vs GEN
+147.0%
+44.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +0.9% |
| 7D | +3.1% | -3.0% | +6.1% | +3.4% |
| 30D | +11.2% | +24.7% | -13.5% | +8.4% |
| 3M | +9.8% | +4.1% | +5.7% | +8.9% |
| 6M | -1.6% | +36.0% | -37.6% | -5.6% |
| YTD | +12.6% | +10.9% | +1.8% | +10.5% |
| 1Y | +7.8% | +12.2% | -4.4% | +5.5% |
| 3Y | +100.5% | +63.3% | +37.2% | +86.5% |
| 5Y | +114.4% | +29.0% | +85.4% | +102.4% |
| All | +191.9% | +147.0% | +44.9% | +150.0% |
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