+1,250.5%
NOK vs GEN
+6,291.7%
-5,041.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.4% | -4.9% | -3.2% |
| 7D | +5.4% | +2.0% | +3.3% | +4.8% |
| 30D | -14.1% | +27.7% | -41.9% | -20.3% |
| 3M | -23.6% | +3.3% | -26.8% | -25.5% |
| 6M | -45.1% | +31.8% | -76.9% | -50.5% |
| YTD | +24.7% | +13.5% | +11.2% | +16.5% |
| 1Y | +19.0% | +16.0% | +3.0% | +10.5% |
| 3Y | +147.0% | +70.6% | +76.4% | +101.8% |
| 5Y | +58.2% | +32.1% | +26.0% | +36.0% |
| 10Y | +122.3% | +153.4% | -31.1% | +46.0% |
| All | +1,250.5% | +6,291.7% | -5,041.2% | +273.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling