+11.8%
CG vs GEN
+24.6%
-12.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.5% | -0.6% |
| 7D | -4.3% | -1.2% | -3.1% | -3.7% |
| 30D | -5.1% | +10.1% | -15.2% | -9.5% |
| 3M | +8.7% | +16.1% | -7.4% | +0.6% |
| 6M | -9.2% | +38.9% | -48.1% | -24.3% |
| YTD | -18.9% | +14.4% | -33.3% | -25.2% |
| 1Y | -25.6% | +5.9% | -31.5% | -28.7% |
| 3Y | +57.3% | +58.8% | -1.5% | +22.1% |
| All | +11.8% | +24.6% | -12.9% | -7.9% |
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 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