+21.2%
ARM vs GEN
+16.1%
+5.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -2.6% |
| 7D | -10.4% | +1.0% | -11.4% | -10.4% |
| 30D | -31.8% | +29.1% | -60.9% | -33.8% |
| 3M | -32.2% | +2.9% | -35.2% | -32.4% |
| 6M | -14.9% | +33.6% | -48.5% | -20.3% |
| YTD | +66.0% | +12.0% | +54.0% | +45.8% |
| All | +21.2% | +16.1% | +5.1% | +6.4% |
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 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