+25,810.5%
CTAS vs GEN
+8,588.0%
+17,222.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.9% | -1.4% |
| 7D | +1.2% | +2.3% | -1.1% | +0.8% |
| 30D | +12.8% | +33.1% | -20.3% | +7.6% |
| 3M | +10.3% | +6.5% | +3.8% | +8.5% |
| 6M | +32.0% | +53.8% | -21.8% | +22.1% |
| YTD | +19.1% | +11.2% | +7.9% | +15.6% |
| 1Y | +21.5% | +19.4% | +2.1% | +16.6% |
| 3Y | +76.0% | +81.0% | -5.0% | +57.1% |
| 5Y | +110.9% | +33.4% | +77.4% | +95.2% |
| 10Y | +849.8% | +164.3% | +685.5% | +664.0% |
| All | +25,810.5% | +8,588.0% | +17,222.4% | +12,335.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling