+719.1%
B vs GEN
+8,588.0%
-7,868.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.2% | +0.6% |
| 7D | +9.6% | +2.3% | +7.3% | +9.5% |
| 30D | +3.5% | +33.1% | -29.5% | +2.3% |
| 3M | -1.6% | +6.5% | -8.1% | -2.0% |
| 6M | -1.7% | +53.8% | -55.5% | -3.5% |
| YTD | -5.3% | +11.2% | -16.5% | -6.0% |
| 1Y | +27.2% | +19.4% | +7.8% | +25.9% |
| 3Y | +166.1% | +81.0% | +85.1% | +159.1% |
| 5Y | +136.5% | +33.4% | +103.1% | +132.1% |
| 10Y | +172.2% | +164.3% | +7.9% | +160.0% |
| All | +719.1% | +8,588.0% | -7,868.9% | +660.7% |
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