+1,312.4%
NOK vs GEN
+6,342.2%
-5,029.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.1% | +0.2% | +1.7% |
| 7D | +2.2% | -0.8% | +3.0% | +2.4% |
| 30D | -14.7% | +31.2% | -46.0% | -21.5% |
| 3M | -10.6% | +6.1% | -16.7% | -13.5% |
| 6M | -39.4% | +38.1% | -77.5% | -45.9% |
| YTD | +30.4% | +14.4% | +16.0% | +21.7% |
| 1Y | +22.3% | +15.1% | +7.2% | +13.8% |
| 3Y | +157.6% | +68.5% | +89.1% | +111.2% |
| 5Y | +64.6% | +35.8% | +28.7% | +40.4% |
| 10Y | +132.5% | +155.4% | -22.9% | +52.4% |
| All | +1,312.4% | +6,342.2% | -5,029.7% | +290.0% |
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