+130.7%
C vs GEN
+24.6%
+106.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.3% |
| 7D | +3.6% | -1.2% | +4.8% | +4.0% |
| 30D | +0.1% | +10.1% | -10.1% | -2.8% |
| 3M | +2.4% | +16.1% | -13.7% | -2.4% |
| 6M | +24.9% | +38.9% | -13.9% | +11.7% |
| YTD | +19.8% | +14.4% | +5.4% | +14.1% |
| 1Y | +44.9% | +5.9% | +39.0% | +41.4% |
| 3Y | +263.0% | +58.8% | +204.2% | +211.0% |
| All | +130.7% | +24.6% | +106.0% | +106.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling