-99.2%
NVD vs GEN
+51.0%
-150.2%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.0% | +1.8% |
| 7D | +0.5% | -2.9% | +3.4% | -0.9% |
| 30D | -9.3% | +2.1% | -11.3% | -8.0% |
| 3M | -22.1% | +19.7% | -41.8% | -14.3% |
| 6M | -45.8% | +33.3% | -79.1% | -35.7% |
| YTD | -46.7% | +11.1% | -57.8% | -42.9% |
| 1Y | -59.5% | +3.0% | -62.5% | -59.0% |
| 3Y | -99.2% | +57.9% | -157.0% | -98.8% |
| All | -99.2% | +51.0% | -150.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling