+778.3%
AU vs GEN
+2,813.6%
-2,035.3%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | -0.9% |
| 7D | -0.3% | -0.7% | +0.4% | -0.2% |
| 30D | +12.8% | +2.6% | +10.1% | +12.4% |
| 3M | +28.5% | +15.8% | +12.7% | +26.5% |
| 6M | +4.8% | +33.1% | -28.3% | +1.6% |
| YTD | +31.0% | +11.3% | +19.7% | +29.0% |
| 1Y | +81.4% | +1.7% | +79.8% | +80.2% |
| 3Y | +618.4% | +58.1% | +560.3% | +580.5% |
| 5Y | +686.3% | +20.6% | +665.7% | +657.1% |
| 10Y | +664.5% | +149.0% | +515.5% | +571.8% |
| All | +778.3% | +2,813.6% | -2,035.3% | +636.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling