-99.2%
NVD vs GEN
+55.5%
-154.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -2.5% |
| 7D | -11.1% | -1.2% | -9.9% | -11.5% |
| 30D | -13.3% | +10.1% | -23.4% | -8.4% |
| 3M | -19.8% | +16.1% | -35.9% | -13.5% |
| 6M | -48.8% | +38.9% | -87.6% | -37.9% |
| YTD | -49.7% | +14.4% | -64.1% | -45.2% |
| 1Y | -61.4% | +5.9% | -67.2% | -60.5% |
| 3Y | -99.1% | +58.8% | -157.9% | -98.8% |
| All | -99.2% | +55.5% | -154.7% | -98.9% |
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