+32.8%
A vs GEN
+61.9%
-29.1%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +1.2% |
| 7D | -1.9% | -1.2% | -0.7% | -1.6% |
| 30D | +6.9% | +10.1% | -3.2% | +4.1% |
| 3M | +9.2% | +16.1% | -6.8% | +4.6% |
| 6M | +25.7% | +38.9% | -13.2% | +13.6% |
| YTD | +11.5% | +14.4% | -2.9% | +7.5% |
| 1Y | +18.4% | +5.9% | +12.5% | +17.1% |
| All | +32.8% | +61.9% | -29.1% | +5.6% |
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 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