-20.3%
BROS vs GEN
+20.2%
-40.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.0% | -3.0% | -0.1% |
| 7D | +2.5% | +26.9% | -24.4% | -3.8% |
| 30D | +15.1% | +38.6% | -23.6% | +5.3% |
| 3M | -31.4% | +9.7% | -41.1% | -33.4% |
| 6M | -22.6% | +58.9% | -81.5% | -36.0% |
| YTD | -28.1% | +15.3% | -43.5% | -24.3% |
| 1Y | -20.3% | +21.8% | -42.1% | -22.5% |
| All | -20.3% | +20.2% | -40.4% | -22.5% |
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