+3,716.0%
ALL vs GEN
+3,802.9%
-86.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.8% | -1.0% |
| 7D | 0.0% | -1.2% | +1.2% | +0.2% |
| 30D | -1.5% | +10.1% | -11.6% | -2.9% |
| 3M | +23.6% | +16.1% | +7.5% | +20.9% |
| 6M | +22.3% | +38.9% | -16.5% | +16.3% |
| YTD | +26.5% | +14.4% | +12.1% | +23.3% |
| 1Y | +27.0% | +5.9% | +21.1% | +25.0% |
| 3Y | +149.6% | +58.8% | +90.8% | +130.4% |
| 5Y | +118.1% | +24.7% | +93.4% | +105.9% |
| 10Y | +369.0% | +163.1% | +205.9% | +287.1% |
| All | +3,716.0% | +3,802.9% | -86.9% | +2,232.9% |
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 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