-35.2%
BROS vs GEN
+14.8%
-50.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.4% | +4.1% | +5.9% |
| 7D | +6.3% | +2.0% | +4.3% | +5.8% |
| 30D | -8.3% | +27.7% | -36.1% | -14.0% |
| 3M | -29.8% | +3.3% | -33.0% | -30.4% |
| 6M | -25.8% | +31.8% | -57.6% | -33.0% |
| YTD | -41.4% | +13.5% | -54.9% | -37.9% |
| 1Y | -35.2% | +16.0% | -51.2% | -34.0% |
| All | -35.2% | +14.8% | -50.0% | -34.0% |
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