-6.3%
NVTS vs GEN
+27.5%
-33.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +2.8% |
| 7D | +9.7% | -0.7% | +10.4% | +9.9% |
| 30D | -13.6% | +2.6% | -16.3% | -15.0% |
| 3M | -51.0% | +15.8% | -66.8% | -54.6% |
| 6M | +46.3% | +33.1% | +13.2% | +23.9% |
| YTD | +68.1% | +11.3% | +56.8% | +55.0% |
| 1Y | +113.9% | +1.7% | +112.2% | +106.4% |
| 3Y | +45.3% | +58.1% | -12.9% | +13.3% |
| All | -6.3% | +27.5% | -33.8% | -25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling