+162.4%
ALL vs GEN
+33.3%
+129.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | 0.0% |
| 7D | +5.0% | +2.0% | +3.0% | +4.6% |
| 30D | +13.3% | +27.7% | -14.4% | +8.6% |
| 3M | +3.2% | +3.3% | -0.1% | +2.3% |
| 6M | +25.3% | +31.8% | -6.5% | +19.0% |
| YTD | +30.5% | +13.5% | +16.9% | +26.9% |
| 1Y | +29.2% | +16.0% | +13.2% | +25.1% |
| 3Y | +119.1% | +70.6% | +48.5% | +96.8% |
| All | +162.4% | +33.3% | +129.1% | +136.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling