+73.9%
BROS vs GEN
+61.9%
+12.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.7% |
| 7D | -6.7% | -1.2% | -5.5% | -6.2% |
| 30D | -29.1% | +10.1% | -39.2% | -32.3% |
| 3M | -16.7% | +16.1% | -32.8% | -22.8% |
| 6M | -11.6% | +38.9% | -50.5% | -25.5% |
| YTD | -23.9% | +14.4% | -38.4% | -28.8% |
| 1Y | -34.8% | +5.9% | -40.7% | -36.4% |
| All | +73.9% | +61.9% | +12.1% | +33.2% |
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