+65.5%
A vs GEN
+67.9%
-2.4%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.8% | +0.1% |
| 7D | -0.5% | +2.0% | -2.5% | -0.8% |
| 30D | 0.0% | +27.7% | -27.8% | -4.8% |
| 3M | +16.7% | +3.3% | +13.4% | +15.9% |
| 6M | +54.8% | +31.8% | +23.0% | +43.3% |
| YTD | +28.8% | +13.5% | +15.3% | +25.0% |
| 1Y | +19.3% | +16.0% | +3.3% | +14.9% |
| 3Y | +65.5% | +70.6% | -5.0% | +27.1% |
| All | +65.5% | +67.9% | -2.4% | +27.1% |
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