-1.1%
AAL vs GEN
+11.7%
-12.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.1% | -2.5% | -4.9% |
| 7D | +2.9% | -3.0% | +5.9% | +3.7% |
| 30D | +6.5% | +24.7% | -18.2% | +1.3% |
| 3M | -10.9% | +4.1% | -15.0% | -11.5% |
| 6M | +4.9% | +36.0% | -31.1% | -4.6% |
| YTD | -13.2% | +10.9% | -24.0% | -12.5% |
| 1Y | -1.1% | +12.2% | -13.3% | -1.3% |
| All | -1.1% | +11.7% | -12.8% | -1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling