+118.0%
NOK vs GEN
+5.4%
+112.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.2% | +4.8% | +2.8% |
| 7D | -1.8% | -1.2% | -0.6% | -1.7% |
| 30D | +4.7% | +10.1% | -5.4% | +4.0% |
| 3M | -39.7% | +16.1% | -55.7% | -39.7% |
| 6M | +23.1% | +38.9% | -15.8% | +17.3% |
| YTD | +55.0% | +14.4% | +40.6% | +53.0% |
| 1Y | +118.0% | +5.9% | +112.2% | +121.4% |
| All | +118.0% | +5.4% | +112.6% | +121.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling