+102.7%
NOK vs GEN
+20.0%
+82.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +9.3% | -2.9% | +12.3% | +10.0% |
| 30D | +17.9% | +2.1% | +15.8% | +17.1% |
| 3M | -22.3% | +19.7% | -42.0% | -26.1% |
| 6M | +36.4% | +33.3% | +3.1% | +25.6% |
| YTD | +66.3% | +11.1% | +55.2% | +60.4% |
| 1Y | +134.4% | +3.0% | +131.4% | +130.6% |
| 3Y | +186.6% | +57.9% | +128.7% | +144.0% |
| 5Y | +102.7% | +20.6% | +82.1% | +78.9% |
| All | +102.7% | +20.0% | +82.7% | +78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling