+47.8%
AR vs GEN
+61.9%
-14.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.4% |
| 7D | +2.5% | -1.2% | +3.7% | +2.6% |
| 30D | +14.8% | +10.1% | +4.7% | +13.0% |
| 3M | +6.2% | +16.1% | -9.9% | +3.6% |
| 6M | +4.3% | +38.9% | -34.6% | -1.2% |
| YTD | +14.4% | +14.4% | -0.1% | +12.7% |
| 1Y | +21.3% | +5.9% | +15.5% | +21.4% |
| All | +47.8% | +61.9% | -14.1% | +50.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling