+100.2%
AMCR vs GEN
+466.0%
-365.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.1% |
| 7D | -1.9% | -1.2% | -0.7% | -1.7% |
| 30D | -4.1% | +10.1% | -14.2% | -5.4% |
| 3M | +21.7% | +16.1% | +5.6% | +19.0% |
| 6M | +1.5% | +38.9% | -37.4% | -3.5% |
| YTD | +13.1% | +14.4% | -1.3% | +10.3% |
| 1Y | +13.0% | +5.9% | +7.1% | +11.3% |
| 3Y | +6.9% | +58.8% | -51.9% | -0.5% |
| 5Y | -10.5% | +24.7% | -35.1% | -15.3% |
| 10Y | +20.9% | +163.1% | -142.2% | +7.3% |
| All | +100.2% | +466.0% | -365.8% | +74.6% |
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