-39.4%
NOK vs GEN
+36.4%
-75.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.1% | +0.2% | +2.5% |
| 7D | +2.2% | -0.8% | +3.0% | +2.1% |
| 30D | -14.7% | +31.2% | -46.0% | -13.1% |
| 3M | -10.6% | +6.1% | -16.7% | -11.8% |
| 6M | -39.4% | +38.1% | -77.5% | -45.8% |
| All | -39.4% | +36.4% | -75.8% | -45.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling