+91.3%
NVTS vs GEN
+5.1%
+86.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.0% | +3.3% | +4.2% |
| 7D | -1.4% | -1.3% | -0.2% | -1.3% |
| 30D | -16.5% | +6.1% | -22.6% | -17.2% |
| 3M | -47.6% | +27.0% | -74.6% | -50.0% |
| 6M | +7.3% | +43.9% | -36.6% | -6.9% |
| YTD | +62.9% | +13.0% | +49.9% | +52.6% |
| 1Y | +91.3% | +4.0% | +87.3% | +118.6% |
| All | +91.3% | +5.1% | +86.2% | +118.6% |
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