+44.6%
AU vs GEN
+20.2%
+24.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +4.0% | +4.0% | +7.5% |
| 7D | +0.8% | +26.9% | -26.1% | -1.9% |
| 30D | -7.0% | +38.6% | -45.6% | -10.8% |
| 3M | +8.5% | +9.7% | -1.2% | +7.5% |
| 6M | -1.3% | +58.9% | -60.2% | -10.1% |
| YTD | +6.8% | +15.3% | -8.6% | +6.0% |
| 1Y | +44.6% | +21.8% | +22.8% | +41.3% |
| All | +44.6% | +20.2% | +24.5% | +41.3% |
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