+50.2%
CG vs GEN
+79.4%
-29.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +2.0% | +0.5% |
| 7D | -1.2% | +2.3% | -3.5% | -2.1% |
| 30D | +5.0% | +33.1% | -28.0% | -7.3% |
| 3M | -18.2% | +6.5% | -24.7% | -21.1% |
| 6M | -20.7% | +53.8% | -74.5% | -37.4% |
| YTD | -31.4% | +11.2% | -42.6% | -35.7% |
| 1Y | -22.3% | +19.4% | -41.6% | -29.9% |
| 3Y | +50.2% | +81.0% | -30.9% | +21.9% |
| All | +50.2% | +79.4% | -29.2% | +21.9% |
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