+12.1%
CI vs GEN
+14.8%
-2.7%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.1% | 0.0% |
| 7D | +1.2% | +2.0% | -0.9% | +1.0% |
| 30D | +2.6% | +27.7% | -25.2% | +0.7% |
| 3M | +7.4% | +3.3% | +4.2% | +7.1% |
| 6M | -0.1% | +31.8% | -31.9% | -1.7% |
| YTD | +9.7% | +13.5% | -3.8% | +10.6% |
| 1Y | +12.1% | +16.0% | -3.9% | +12.1% |
| All | +12.1% | +14.8% | -2.7% | +12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling