+70.8%
NVT vs GEN
+5.1%
+65.7%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.0% | +3.7% | +4.8% |
| 7D | +4.1% | -1.3% | +5.3% | +3.8% |
| 30D | -5.1% | +6.1% | -11.3% | -3.8% |
| 3M | -1.2% | +27.0% | -28.1% | +3.8% |
| 6M | +46.6% | +43.9% | +2.7% | +54.6% |
| YTD | +60.0% | +13.0% | +47.0% | +64.0% |
| 1Y | +70.8% | +4.0% | +66.8% | +78.3% |
| All | +70.8% | +5.1% | +65.7% | +78.3% |
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