+3.5%
B vs GEN
+11.7%
-8.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -2.9% |
| 7D | -6.2% | -3.0% | -3.2% | -6.0% |
| 30D | -6.6% | +24.7% | -31.3% | -7.8% |
| 3M | -7.9% | +4.1% | -12.0% | -7.8% |
| 6M | -16.8% | +36.0% | -52.8% | -18.9% |
| YTD | -11.7% | +10.9% | -22.5% | -13.8% |
| 1Y | +3.5% | +12.2% | -8.7% | +1.8% |
| All | +3.5% | +11.7% | -8.2% | +1.8% |
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