-9.9%
AS vs GEN
+57.0%
-67.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.3% | -2.2% |
| 7D | +7.1% | +8.5% | -1.4% | +6.2% |
| 30D | +12.8% | +34.2% | -21.4% | +9.7% |
| 3M | -14.7% | +10.0% | -24.7% | -16.1% |
| 6M | -9.9% | +56.8% | -66.7% | -10.9% |
| All | -9.9% | +57.0% | -67.0% | -10.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling