+874.4%
BAX vs GEN
+8,588.0%
-7,713.6%
-81.2%
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% | +0.8% |
| 7D | +12.1% | +2.3% | +9.9% | +11.9% |
| 30D | +7.6% | +33.1% | -25.5% | +4.4% |
| 3M | -4.5% | +6.5% | -11.0% | -5.5% |
| 6M | +52.0% | +53.8% | -1.8% | +44.9% |
| YTD | +35.1% | +11.2% | +23.9% | +32.8% |
| 1Y | +43.7% | +19.4% | +24.3% | +40.3% |
| 3Y | -20.9% | +81.0% | -102.0% | -25.9% |
| 5Y | -63.5% | +33.4% | -97.0% | -65.1% |
| 10Y | -36.0% | +164.3% | -200.3% | -43.5% |
| All | +874.4% | +8,588.0% | -7,713.6% | +392.4% |
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