-30.1%
NVTS vs GEN
+30.0%
-60.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.4% | -8.8% | -7.2% |
| 7D | +3.9% | +2.0% | +1.9% | +3.2% |
| 30D | -4.3% | +27.7% | -32.1% | -13.0% |
| 3M | -34.5% | +3.3% | -37.7% | -36.2% |
| 6M | -57.7% | +31.8% | -89.5% | -64.0% |
| YTD | +25.4% | +13.5% | +11.8% | +13.6% |
| 1Y | +13.1% | +16.0% | -2.9% | +1.1% |
| 3Y | +48.9% | +70.6% | -21.7% | +11.3% |
| 5Y | -51.8% | +32.1% | -83.9% | -62.2% |
| All | -30.1% | +30.0% | -60.1% | -45.5% |
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