+6.1%
CRBG vs GEN
+5.4%
+0.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.1% |
| 7D | +5.7% | -1.2% | +6.9% | +6.1% |
| 30D | +2.6% | +10.1% | -7.5% | -0.6% |
| 3M | +31.6% | +16.1% | +15.5% | +25.1% |
| 6M | +32.8% | +38.9% | -6.0% | +17.8% |
| YTD | +16.5% | +14.4% | +2.0% | +13.4% |
| 1Y | +6.1% | +5.9% | +0.2% | +11.0% |
| All | +6.1% | +5.4% | +0.6% | +11.0% |
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