+875.9%
BAX vs GEN
+8,838.8%
-7,962.9%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.2% |
| 7D | -1.1% | -1.2% | 0.0% | -1.0% |
| 30D | -5.5% | +10.1% | -15.6% | -6.4% |
| 3M | +33.5% | +16.1% | +17.5% | +31.6% |
| 6M | +35.9% | +38.9% | -3.0% | +31.2% |
| YTD | +35.4% | +14.4% | +20.9% | +33.2% |
| 1Y | +9.8% | +5.9% | +3.9% | +8.8% |
| 3Y | -32.7% | +58.8% | -91.5% | -36.0% |
| 5Y | -65.6% | +24.7% | -90.2% | -66.7% |
| 10Y | -34.9% | +163.1% | -198.0% | -42.3% |
| All | +875.9% | +8,838.8% | -7,962.9% | +393.8% |
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 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