+29.2%
ALL vs GEN
+14.8%
+14.4%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | +0.1% |
| 7D | +5.0% | +2.0% | +3.0% | +4.8% |
| 30D | +13.3% | +27.7% | -14.4% | +10.3% |
| 3M | +3.2% | +3.3% | -0.1% | +2.8% |
| 6M | +25.3% | +31.8% | -6.5% | +23.1% |
| YTD | +30.5% | +13.5% | +16.9% | +33.6% |
| 1Y | +29.2% | +16.0% | +13.2% | +31.2% |
| All | +29.2% | +14.8% | +14.4% | +31.2% |
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