+3.4%
BAX vs GEN
+2.7%
+0.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.7% | -1.0% | -2.9% |
| 7D | -2.4% | -0.7% | -1.7% | -2.2% |
| 30D | -9.7% | +2.6% | -12.4% | -10.5% |
| 3M | +29.3% | +15.8% | +13.5% | +23.6% |
| 6M | +40.7% | +33.1% | +7.5% | +28.5% |
| YTD | +30.3% | +11.3% | +19.0% | +27.9% |
| 1Y | +3.4% | +1.7% | +1.7% | +6.5% |
| All | +3.4% | +2.7% | +0.7% | +6.5% |
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 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