+66.2%
A vs GEN
+79.4%
-13.2%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.4% | +2.2% |
| 7D | -0.1% | +2.3% | -2.3% | -0.5% |
| 30D | +3.4% | +33.1% | -29.7% | -2.5% |
| 3M | +23.8% | +6.5% | +17.3% | +21.8% |
| 6M | +49.0% | +53.8% | -4.8% | +30.8% |
| YTD | +29.4% | +11.2% | +18.2% | +25.9% |
| 1Y | +19.4% | +19.4% | 0.0% | +13.3% |
| 3Y | +66.2% | +81.0% | -14.8% | +32.4% |
| All | +66.2% | +79.4% | -13.2% | +32.4% |
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