+147.2%
AR vs GEN
+24.6%
+122.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.3% |
| 7D | +2.5% | -1.2% | +3.7% | +2.7% |
| 30D | +14.8% | +10.1% | +4.7% | +12.4% |
| 3M | +6.2% | +16.1% | -9.9% | +2.7% |
| 6M | +4.3% | +38.9% | -34.6% | -3.4% |
| YTD | +14.4% | +14.4% | -0.1% | +10.8% |
| 1Y | +21.3% | +5.9% | +15.5% | +19.8% |
| 3Y | +39.8% | +58.8% | -19.0% | +24.5% |
| All | +147.2% | +24.6% | +122.6% | +125.7% |
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