+22.8%
CTAS vs GEN
+18.5%
+4.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.9% |
| 7D | +0.7% | +1.0% | -0.3% | +0.6% |
| 30D | +11.3% | +29.1% | -17.8% | +8.5% |
| 3M | +11.4% | +2.9% | +8.5% | +11.0% |
| 6M | +35.6% | +33.6% | +2.0% | +30.8% |
| YTD | +20.7% | +12.0% | +8.7% | +25.3% |
| 1Y | +22.8% | +16.2% | +6.7% | +26.1% |
| All | +22.8% | +18.5% | +4.4% | +26.1% |
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