+86.1%
ARM vs GEN
+5.4%
+80.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.2% | +6.1% | +4.3% |
| 7D | +5.5% | -1.2% | +6.6% | +5.7% |
| 30D | -8.2% | +10.1% | -18.3% | -10.1% |
| 3M | -35.9% | +16.1% | -52.0% | -37.9% |
| 6M | +103.1% | +38.9% | +64.3% | +87.3% |
| YTD | +130.6% | +14.4% | +116.2% | +108.0% |
| 1Y | +86.1% | +5.9% | +80.2% | +61.3% |
| All | +86.1% | +5.4% | +80.6% | +61.3% |
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 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