-31.5%
BROS vs GEN
+0.6%
-32.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | -6.6% | -2.9% | -3.7% | -5.7% |
| 30D | -12.3% | +2.1% | -14.4% | -13.1% |
| 3M | -22.2% | +19.7% | -41.9% | -27.8% |
| 6M | -14.3% | +33.3% | -47.5% | -21.0% |
| YTD | -26.6% | +11.1% | -37.7% | -22.7% |
| 1Y | -31.5% | +3.0% | -34.5% | -23.1% |
| All | -31.5% | +0.6% | -32.1% | -23.1% |
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