-7.8%
BRO vs GEN
+60.3%
-68.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.4% |
| 7D | -7.3% | -1.3% | -6.1% | -7.0% |
| 30D | -6.9% | +6.1% | -13.0% | -8.1% |
| 3M | +10.7% | +27.0% | -16.3% | +5.1% |
| 6M | -2.7% | +43.9% | -46.6% | -10.2% |
| YTD | -16.3% | +13.0% | -29.3% | -18.7% |
| 1Y | -29.1% | +4.0% | -33.1% | -30.0% |
| 3Y | -7.8% | +66.2% | -74.0% | -16.2% |
| All | -7.8% | +60.3% | -68.1% | -16.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling