+74.2%
AR vs GEN
+32.5%
+41.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.4% |
| 7D | -14.3% | +2.3% | -16.5% | -14.6% |
| 30D | +1.4% | +33.1% | -31.6% | -3.9% |
| 3M | +3.4% | +6.5% | -3.1% | +1.6% |
| 6M | -2.1% | +53.8% | -55.9% | -11.4% |
| YTD | +4.7% | +11.2% | -6.5% | +1.8% |
| 1Y | +10.6% | +19.4% | -8.8% | +5.6% |
| 3Y | +24.6% | +81.0% | -56.5% | +7.3% |
| All | +74.2% | +32.5% | +41.7% | +49.4% |
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