-54.2%
NVD vs GEN
+3.4%
-57.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +4.6% |
| 7D | +9.0% | -4.3% | +13.4% | +8.0% |
| 30D | -5.5% | +3.8% | -9.2% | -4.7% |
| 3M | -24.6% | +22.3% | -46.9% | -21.4% |
| 6M | -42.1% | +39.0% | -81.0% | -36.6% |
| YTD | -44.3% | +11.9% | -56.2% | -34.8% |
| 1Y | -54.2% | +4.5% | -58.7% | -44.4% |
| All | -54.2% | +3.4% | -57.6% | -44.4% |
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