+49.8%
NVTS vs GEN
+66.2%
-16.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.3% |
| 7D | +9.6% | +1.0% | +8.6% | +9.3% |
| 30D | -13.0% | +29.1% | -42.1% | -19.1% |
| 3M | -28.8% | +2.9% | -31.7% | -29.8% |
| 6M | -48.5% | +33.6% | -82.1% | -55.6% |
| YTD | +31.4% | +12.0% | +19.3% | +22.0% |
| 1Y | -2.3% | +16.2% | -18.5% | -11.3% |
| 3Y | +49.8% | +65.1% | -15.2% | +12.5% |
| All | +49.8% | +66.2% | -16.3% | +12.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling