+105.9%
C vs GEN
+32.5%
+73.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.2% | +1.2% |
| 7D | -2.4% | +2.3% | -4.7% | -2.9% |
| 30D | -6.0% | +33.1% | -39.0% | -12.9% |
| 3M | -10.5% | +6.5% | -17.0% | -12.7% |
| 6M | -5.7% | +53.8% | -59.5% | -18.5% |
| YTD | +4.1% | +11.2% | -7.1% | -0.4% |
| 1Y | +20.5% | +19.4% | +1.1% | +12.5% |
| 3Y | +208.1% | +81.0% | +127.1% | +154.7% |
| All | +105.9% | +32.5% | +73.5% | +77.7% |
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 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