+5,059.0%
NI vs GEN
+8,838.8%
-3,779.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.5% | -0.5% |
| 7D | +2.0% | -1.2% | +3.2% | +2.1% |
| 30D | -3.5% | +10.1% | -13.7% | -4.3% |
| 3M | -9.1% | +16.1% | -25.2% | -10.2% |
| 6M | -11.8% | +38.9% | -50.7% | -14.2% |
| YTD | +1.1% | +14.4% | -13.3% | -0.3% |
| 1Y | +6.7% | +5.9% | +0.8% | +5.8% |
| 3Y | +71.1% | +58.8% | +12.3% | +64.0% |
| 5Y | +94.3% | +24.7% | +69.6% | +88.4% |
| 10Y | +135.8% | +163.1% | -27.3% | +113.3% |
| All | +5,059.0% | +8,838.8% | -3,779.9% | +3,564.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling