+513.8%
AU vs GEN
+67.9%
+445.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.4% | -3.9% | -1.9% |
| 7D | -7.2% | +2.0% | -9.3% | -7.5% |
| 30D | -2.9% | +27.7% | -30.6% | -6.9% |
| 3M | -8.7% | +3.3% | -11.9% | -9.3% |
| 6M | -14.1% | +31.8% | -45.9% | -19.2% |
| YTD | +4.8% | +13.5% | -8.7% | +1.3% |
| 1Y | +11.9% | +16.0% | -4.2% | +7.7% |
| 3Y | +513.8% | +70.6% | +443.2% | +326.1% |
| All | +513.8% | +67.9% | +445.9% | +326.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling