-10.8%
NVTS vs GEN
+20.2%
-31.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.0% | +5.0% | +9.0% |
| 7D | -0.3% | +26.9% | -27.2% | -0.1% |
| 30D | -24.4% | +38.6% | -63.0% | -24.3% |
| 3M | -26.5% | +9.7% | -36.2% | -26.3% |
| 6M | -41.4% | +58.9% | -100.3% | -48.5% |
| YTD | +30.7% | +15.3% | +15.3% | +15.8% |
| 1Y | -10.8% | +21.8% | -32.6% | -25.9% |
| All | -10.8% | +20.2% | -31.0% | -25.9% |
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 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