-16.7%
NVO vs GEN
+5.1%
-21.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.5% |
| 7D | -7.6% | -1.3% | -6.3% | -7.2% |
| 30D | -6.0% | +6.1% | -12.1% | -7.9% |
| 3M | -0.8% | +27.0% | -27.7% | -8.6% |
| 6M | +16.5% | +43.9% | -27.4% | +0.4% |
| YTD | -11.1% | +13.0% | -24.1% | -13.3% |
| 1Y | -16.7% | +4.0% | -20.7% | -16.2% |
| All | -16.7% | +5.1% | -21.8% | -16.2% |
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