+605.8%
AU vs GEN
+57.6%
+548.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | +0.6% | -2.9% | +3.6% | +1.3% |
| 30D | +12.3% | +2.1% | +10.2% | +11.7% |
| 3M | +29.4% | +19.7% | +9.6% | +24.2% |
| 6M | +3.2% | +33.3% | -30.1% | -3.6% |
| YTD | +31.8% | +11.1% | +20.7% | +27.9% |
| 1Y | +83.4% | +3.0% | +80.4% | +81.0% |
| All | +605.8% | +57.6% | +548.2% | +547.3% |
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 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