+5,648.4%
NI vs GEN
+8,558.9%
-2,910.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +0.8% |
| 7D | +3.1% | -3.0% | +6.1% | +3.3% |
| 30D | +11.2% | +24.7% | -13.5% | +9.3% |
| 3M | +9.8% | +4.1% | +5.7% | +9.2% |
| 6M | -1.6% | +36.0% | -37.6% | -4.2% |
| YTD | +12.6% | +10.9% | +1.8% | +11.0% |
| 1Y | +7.8% | +12.2% | -4.4% | +6.2% |
| 3Y | +100.5% | +63.3% | +37.2% | +91.5% |
| 5Y | +114.4% | +29.0% | +85.4% | +107.0% |
| 10Y | +193.9% | +147.5% | +46.5% | +166.5% |
| All | +5,648.4% | +8,558.9% | -2,910.5% | +3,982.9% |
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