+291.9%
AA vs GEN
+8,838.8%
-8,547.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.7% |
| 7D | -0.7% | -1.2% | +0.5% | -0.5% |
| 30D | +5.0% | +10.1% | -5.2% | +3.0% |
| 3M | -35.8% | +16.1% | -51.9% | -37.9% |
| 6M | -18.4% | +38.9% | -57.2% | -24.1% |
| YTD | -5.5% | +14.4% | -19.9% | -9.0% |
| 1Y | +61.0% | +5.9% | +55.1% | +57.1% |
| 3Y | +66.2% | +58.8% | +7.4% | +50.1% |
| 5Y | +11.4% | +24.7% | -13.3% | +4.5% |
| 10Y | +116.9% | +163.1% | -46.2% | +72.2% |
| All | +291.9% | +8,838.8% | -8,547.0% | +67.5% |
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