-98.5%
NVD vs GEN
+54.2%
-152.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.4% | +1.5% | +4.8% |
| 7D | +28.6% | +2.0% | +26.6% | +29.7% |
| 30D | +73.6% | +27.7% | +45.9% | +90.8% |
| 3M | +70.1% | +3.3% | +66.8% | +69.8% |
| 6M | +53.6% | +31.8% | +21.8% | +75.3% |
| YTD | -7.0% | +13.5% | -20.5% | -1.5% |
| 1Y | -9.0% | +16.0% | -25.0% | -2.6% |
| 3Y | -98.3% | +70.6% | -168.9% | -97.7% |
| All | -98.5% | +54.2% | -152.8% | -98.0% |
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