-25.3%
NVTS vs GEN
+27.0%
-52.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.1% | -2.0% | -4.0% |
| 7D | +21.6% | -3.0% | +24.6% | +22.9% |
| 30D | -8.5% | +24.7% | -33.2% | -16.1% |
| 3M | -31.4% | +4.1% | -35.5% | -33.6% |
| 6M | -50.3% | +36.0% | -86.4% | -58.5% |
| YTD | +33.9% | +10.9% | +23.0% | +22.4% |
| 1Y | +10.6% | +12.2% | -1.5% | +0.4% |
| 3Y | +52.7% | +63.3% | -10.6% | +16.3% |
| 5Y | -48.5% | +29.0% | -77.5% | -59.2% |
| All | -25.3% | +27.0% | -52.3% | -41.3% |
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