+750.3%
NVT vs GEN
+122.0%
+628.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.7% | +4.4% |
| 7D | +4.1% | -1.3% | +5.3% | +4.3% |
| 30D | -5.1% | +6.1% | -11.3% | -6.5% |
| 3M | -1.2% | +27.0% | -28.1% | -7.0% |
| 6M | +46.6% | +43.9% | +2.7% | +32.7% |
| YTD | +60.0% | +13.0% | +47.0% | +53.3% |
| 1Y | +70.8% | +4.0% | +66.8% | +67.1% |
| 3Y | +187.5% | +66.2% | +121.4% | +148.3% |
| 5Y | +426.1% | +23.2% | +403.0% | +376.8% |
| All | +750.3% | +122.0% | +628.3% | +529.5% |
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