+1.4%
AAL vs GEN
+0.6%
+0.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -1.3% | -2.9% | +1.6% | -0.4% |
| 30D | -13.7% | +2.1% | -15.8% | -14.3% |
| 3M | -8.2% | +19.7% | -27.9% | -13.3% |
| 6M | +13.1% | +33.3% | -20.2% | +4.2% |
| YTD | -15.6% | +11.1% | -26.7% | -15.1% |
| 1Y | +1.4% | +3.0% | -1.6% | +8.3% |
| All | +1.4% | +0.6% | +0.8% | +8.3% |
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