+174.9%
NVS vs GEN
+159.8%
+15.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.4% |
| 7D | -14.3% | -1.3% | -13.0% | -14.1% |
| 30D | -10.0% | +6.1% | -16.1% | -10.6% |
| 3M | -10.9% | +27.0% | -37.8% | -13.6% |
| 6M | -12.0% | +43.9% | -55.8% | -16.3% |
| YTD | +2.5% | +13.0% | -10.5% | +0.4% |
| 1Y | +10.7% | +4.0% | +6.7% | +9.6% |
| 3Y | +53.3% | +66.2% | -12.9% | +41.5% |
| 5Y | +93.6% | +23.2% | +70.4% | +83.4% |
| All | +174.9% | +159.8% | +15.0% | +132.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling