+216.1%
C vs GEN
+66.2%
+150.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -0.4% | +1.0% | -1.4% | -0.6% |
| 30D | -5.2% | +29.1% | -34.2% | -10.9% |
| 3M | -9.1% | +2.9% | -12.0% | -10.0% |
| 6M | -1.6% | +33.6% | -35.2% | -10.4% |
| YTD | +6.9% | +12.0% | -5.1% | +3.6% |
| 1Y | +23.0% | +16.2% | +6.8% | +17.4% |
| 3Y | +216.1% | +65.1% | +151.1% | +175.3% |
| All | +216.1% | +66.2% | +150.0% | +175.3% |
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