+210.9%
AA vs GEN
+8,588.0%
-8,377.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.6% | +5.6% | +3.4% |
| 7D | +0.9% | +2.3% | -1.4% | +0.5% |
| 30D | -6.7% | +33.1% | -39.7% | -11.9% |
| 3M | -16.3% | +6.5% | -22.8% | -18.0% |
| 6M | -37.1% | +53.8% | -90.9% | -42.8% |
| YTD | -25.0% | +11.2% | -36.2% | -27.9% |
| 1Y | +8.6% | +19.4% | -10.8% | +2.9% |
| 3Y | +57.2% | +81.0% | -23.8% | +37.6% |
| 5Y | -13.0% | +33.4% | -46.5% | -19.9% |
| 10Y | +65.5% | +164.3% | -98.7% | +30.6% |
| All | +210.9% | +8,588.0% | -8,377.1% | +32.6% |
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 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