+11.4%
AMCR vs GEN
+5.4%
+6.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -1.3% |
| 7D | -3.3% | -1.2% | -2.1% | -3.1% |
| 30D | -5.4% | +10.1% | -15.6% | -6.7% |
| 3M | +20.0% | +16.1% | +3.9% | +17.4% |
| 6M | 0.0% | +38.9% | -38.8% | -3.7% |
| YTD | +11.5% | +14.4% | -2.9% | +10.0% |
| 1Y | +11.4% | +5.9% | +5.5% | +9.2% |
| All | +11.4% | +5.4% | +6.0% | +9.2% |
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