-7.8%
NVTS vs GEN
+31.1%
-38.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.2% | +8.5% | +7.2% |
| 7D | +2.7% | -1.2% | +3.9% | +3.2% |
| 30D | -4.5% | +10.1% | -14.6% | -8.6% |
| 3M | -61.5% | +16.1% | -77.6% | -64.3% |
| 6M | +28.0% | +38.9% | -10.9% | +6.4% |
| YTD | +65.3% | +14.4% | +50.8% | +50.7% |
| 1Y | +113.0% | +5.9% | +107.1% | +101.9% |
| 3Y | +34.7% | +58.8% | -24.1% | +5.0% |
| All | -7.8% | +31.1% | -38.9% | -27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling