+19.3%
ARM vs GEN
+20.2%
-0.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.0% | -9.3% | -5.5% |
| 7D | -18.7% | +26.9% | -45.6% | -20.5% |
| 30D | -36.7% | +38.6% | -75.3% | -39.0% |
| 3M | -31.6% | +9.7% | -41.4% | -32.4% |
| 6M | -5.6% | +58.9% | -64.5% | -13.8% |
| YTD | +75.5% | +15.3% | +60.1% | +54.3% |
| 1Y | +19.3% | +21.8% | -2.5% | +5.7% |
| All | +19.3% | +20.2% | -0.8% | +5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling