+27.0%
BROS vs GEN
+29.8%
-2.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -32.4% |
| 3M | -16.7% | +16.1% | -32.8% | -23.0% |
| 6M | -11.6% | +38.9% | -50.5% | -25.9% |
| YTD | -23.9% | +14.4% | -38.4% | -29.7% |
| 1Y | -34.8% | +5.9% | -40.7% | -37.2% |
| 3Y | +62.1% | +58.8% | +3.3% | +25.8% |
| All | +27.0% | +29.8% | -2.8% | -0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling