+127.6%
NOK vs GEN
+157.3%
-29.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.4% |
| 7D | +8.7% | -4.3% | +13.0% | +9.6% |
| 30D | +12.5% | +3.8% | +8.7% | +11.5% |
| 3M | -20.7% | +22.3% | -43.0% | -24.5% |
| 6M | +36.2% | +39.0% | -2.8% | +25.7% |
| YTD | +64.1% | +11.9% | +52.2% | +58.5% |
| 1Y | +132.4% | +4.5% | +127.9% | +127.5% |
| 3Y | +182.9% | +59.0% | +123.9% | +149.1% |
| 5Y | +102.8% | +22.0% | +80.8% | +85.3% |
| All | +127.6% | +157.3% | -29.7% | +58.1% |
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