+157.6%
B vs GEN
+24.6%
+133.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -1.9% |
| 7D | -1.6% | -1.2% | -0.4% | -1.4% |
| 30D | +9.4% | +10.1% | -0.7% | +7.9% |
| 3M | +5.0% | +16.1% | -11.1% | +2.6% |
| 6M | -3.5% | +38.9% | -42.4% | -8.5% |
| YTD | +4.5% | +14.4% | -10.0% | +1.9% |
| 1Y | +67.8% | +5.9% | +61.9% | +65.6% |
| 3Y | +196.7% | +58.8% | +137.9% | +175.0% |
| All | +157.6% | +24.6% | +133.0% | +134.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling