+96.9%
NI vs GEN
+20.2%
+76.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +4.0% | +1.6% |
| 7D | +2.3% | -0.7% | +3.0% | +2.4% |
| 30D | -1.7% | +2.6% | -4.3% | -2.1% |
| 3M | -8.0% | +15.8% | -23.8% | -9.9% |
| 6M | -8.6% | +33.1% | -41.8% | -12.5% |
| YTD | +2.3% | +11.3% | -9.0% | +0.9% |
| 1Y | +6.9% | +1.7% | +5.3% | +7.1% |
| 3Y | +70.6% | +58.1% | +12.4% | +56.4% |
| All | +96.9% | +20.2% | +76.7% | +81.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling