+27.0%
BROS vs GEN
+79.4%
-52.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.3% | -1.3% |
| 7D | -21.2% | +2.3% | -23.5% | -21.8% |
| 30D | -11.6% | +33.1% | -44.6% | -21.2% |
| 3M | -36.7% | +6.5% | -43.2% | -38.9% |
| 6M | -42.8% | +53.8% | -96.6% | -54.4% |
| YTD | -44.8% | +11.2% | -56.1% | -47.9% |
| 1Y | -36.5% | +19.4% | -55.9% | -42.1% |
| 3Y | +27.0% | +81.0% | -54.1% | +7.5% |
| All | +27.0% | +79.4% | -52.4% | +7.5% |
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 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