-30.2%
NVD vs GEN
+20.2%
-50.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.0% | +2.5% | +6.7% |
| 7D | +15.0% | +26.9% | -11.9% | +17.3% |
| 30D | +39.3% | +38.6% | +0.6% | +44.0% |
| 3M | +3.1% | +9.7% | -6.6% | +2.6% |
| 6M | -19.0% | +58.9% | -77.9% | -10.6% |
| YTD | -35.5% | +15.3% | -50.9% | -25.4% |
| 1Y | -30.2% | +21.8% | -52.0% | -19.6% |
| All | -30.2% | +20.2% | -50.4% | -19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling