+113.3%
CSCO vs GEN
+24.6%
+88.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.0% |
| 7D | -0.7% | -1.2% | +0.5% | -0.4% |
| 30D | -10.1% | +10.1% | -20.3% | -12.2% |
| 3M | -15.7% | +16.1% | -31.8% | -18.8% |
| 6M | +36.3% | +38.9% | -2.6% | +24.9% |
| YTD | +43.8% | +14.4% | +29.4% | +38.2% |
| 1Y | +63.9% | +5.9% | +58.1% | +60.4% |
| 3Y | +104.4% | +58.8% | +45.6% | +80.1% |
| All | +113.3% | +24.6% | +88.7% | +95.0% |
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 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