+803.7%
B vs GEN
+8,838.9%
-8,035.1%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -2.1% |
| 7D | -1.6% | -1.2% | -0.4% | -1.5% |
| 30D | +9.4% | +10.1% | -0.7% | +9.0% |
| 3M | +5.0% | +16.1% | -11.1% | +4.3% |
| 6M | -3.5% | +38.9% | -42.4% | -4.9% |
| YTD | +4.5% | +14.4% | -10.0% | +3.7% |
| 1Y | +67.8% | +5.9% | +61.9% | +67.1% |
| 3Y | +196.7% | +58.8% | +137.9% | +190.6% |
| 5Y | +151.9% | +24.7% | +127.3% | +148.0% |
| 10Y | +202.2% | +163.1% | +39.1% | +188.9% |
| All | +803.7% | +8,838.9% | -8,035.1% | +739.5% |
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