+127.9%
NOK vs GEN
+152.9%
-25.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.4% | -4.9% | -3.0% |
| 7D | +5.4% | +2.0% | +3.3% | +5.0% |
| 30D | -14.1% | +27.7% | -41.9% | -18.3% |
| 3M | -23.6% | +3.3% | -26.8% | -24.7% |
| 6M | -45.1% | +31.8% | -76.9% | -48.9% |
| YTD | +24.7% | +13.5% | +11.2% | +19.3% |
| 1Y | +19.0% | +16.0% | +3.0% | +13.2% |
| 3Y | +147.0% | +70.6% | +76.4% | +113.6% |
| 5Y | +58.2% | +32.1% | +26.0% | +41.6% |
| All | +127.9% | +152.9% | -25.0% | +58.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling