-8.7%
AMCR vs GEN
+20.0%
-28.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.6% | -2.7% |
| 7D | -6.3% | -2.9% | -3.4% | -5.6% |
| 30D | -7.1% | +2.1% | -9.2% | -7.7% |
| 3M | +12.7% | +19.7% | -7.0% | +7.8% |
| 6M | +5.2% | +33.3% | -28.1% | -2.6% |
| YTD | +8.1% | +11.1% | -3.1% | +4.6% |
| 1Y | +11.7% | +3.0% | +8.7% | +10.3% |
| 3Y | +9.9% | +57.9% | -48.0% | -3.9% |
| 5Y | -8.7% | +20.6% | -29.3% | -16.8% |
| All | -8.7% | +20.0% | -28.6% | -16.8% |
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