-99.2%
NVD vs GEN
+57.7%
-156.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.7% | +6.6% | +2.5% |
| 7D | -7.7% | -0.7% | -7.0% | -7.8% |
| 30D | -5.8% | +2.6% | -8.4% | -4.1% |
| 3M | -23.2% | +15.8% | -39.0% | -17.1% |
| 6M | -49.7% | +33.1% | -82.9% | -40.5% |
| YTD | -47.7% | +11.3% | -59.0% | -43.9% |
| 1Y | -61.3% | +1.7% | -63.0% | -61.3% |
| 3Y | -99.2% | +58.1% | -157.3% | -98.8% |
| All | -99.2% | +57.7% | -156.9% | -98.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling