+6.1%
AS vs GEN
+17.5%
-11.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +0.9% |
| 7D | +6.9% | +2.3% | +4.7% | +6.6% |
| 30D | +16.0% | +33.1% | -17.1% | +11.3% |
| 3M | -12.8% | +6.5% | -19.3% | -14.1% |
| 6M | -15.4% | +53.8% | -69.2% | -21.7% |
| YTD | -15.7% | +11.2% | -27.0% | -16.3% |
| 1Y | +6.1% | +19.4% | -13.3% | +6.9% |
| All | +6.1% | +17.5% | -11.4% | +6.9% |
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