+5,615.8%
NI vs GEN
+8,835.9%
-3,220.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.4% |
| 7D | +0.6% | -0.8% | +1.4% | +0.6% |
| 30D | +11.2% | +31.2% | -20.0% | +9.0% |
| 3M | +9.2% | +6.1% | +3.1% | +8.4% |
| 6M | -1.8% | +38.1% | -40.0% | -4.5% |
| YTD | +12.0% | +14.4% | -2.4% | +10.2% |
| 1Y | +6.4% | +15.1% | -8.7% | +4.6% |
| 3Y | +99.4% | +68.5% | +30.8% | +90.0% |
| 5Y | +113.1% | +35.8% | +77.3% | +105.0% |
| 10Y | +192.3% | +155.4% | +36.9% | +164.4% |
| All | +5,615.8% | +8,835.9% | -3,220.2% | +3,950.7% |
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 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