+17.3%
A vs GEN
+0.8%
+16.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.7% | +0.1% | -2.3% |
| 7D | -2.1% | -0.7% | -1.4% | -2.0% |
| 30D | +0.6% | +2.6% | -2.0% | +0.2% |
| 3M | +10.9% | +15.8% | -4.9% | +8.6% |
| 6M | +28.2% | +33.1% | -5.0% | +23.0% |
| YTD | +8.6% | +11.3% | -2.7% | +10.9% |
| All | +17.3% | +0.8% | +16.5% | +21.2% |
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