+3,646.0%
ALL vs GEN
+3,693.4%
-47.4%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.6% | -1.8% | -4.1% |
| 7D | -1.9% | +2.3% | -4.2% | -2.2% |
| 30D | +13.8% | +33.1% | -19.3% | +9.2% |
| 3M | -7.0% | +6.5% | -13.5% | -8.2% |
| 6M | +18.0% | +53.8% | -35.8% | +10.4% |
| YTD | +24.2% | +11.2% | +13.0% | +21.1% |
| 1Y | +31.2% | +19.4% | +11.8% | +26.6% |
| 3Y | +107.5% | +81.0% | +26.5% | +87.6% |
| 5Y | +144.8% | +33.4% | +111.4% | +128.2% |
| 10Y | +375.8% | +164.3% | +211.5% | +291.3% |
| All | +3,646.0% | +3,693.4% | -47.4% | +2,191.2% |
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 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