-9.4%
NVTS vs GEN
+27.3%
-36.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.2% | -3.3% |
| 7D | +3.5% | -2.9% | +6.4% | +4.6% |
| 30D | -11.9% | +2.1% | -14.0% | -13.1% |
| 3M | -49.2% | +19.7% | -68.9% | -53.8% |
| 6M | +38.4% | +33.3% | +5.2% | +17.2% |
| YTD | +62.5% | +11.1% | +51.4% | +49.9% |
| 1Y | +101.4% | +3.0% | +98.4% | +93.0% |
| 3Y | +40.4% | +57.9% | -17.4% | +9.6% |
| All | -9.4% | +27.3% | -36.7% | -28.0% |
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