+32,722.5%
NVO vs GEN
+8,593.9%
+24,128.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.3% | -2.9% |
| 7D | +0.1% | -0.7% | +0.8% | +0.2% |
| 30D | -3.2% | +2.6% | -5.9% | -3.4% |
| 3M | +11.5% | +15.8% | -4.3% | +10.1% |
| 6M | +22.9% | +33.1% | -10.2% | +19.8% |
| YTD | -6.8% | +11.3% | -18.1% | -7.8% |
| 1Y | -12.6% | +1.7% | -14.3% | -13.0% |
| 3Y | -49.6% | +58.1% | -107.7% | -51.5% |
| 5Y | +0.6% | +20.6% | -20.1% | -2.2% |
| 10Y | +148.3% | +149.0% | -0.7% | +125.2% |
| All | +32,722.5% | +8,593.9% | +24,128.7% | +20,748.6% |
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