+16.0%
CTVA vs GEN
+5.1%
+10.9%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.7% |
| 7D | -4.5% | -1.3% | -3.2% | -4.5% |
| 30D | +11.3% | +6.1% | +5.2% | +11.1% |
| 3M | +12.3% | +27.0% | -14.6% | +11.6% |
| 6M | +7.2% | +43.9% | -36.7% | +6.0% |
| YTD | +26.0% | +13.0% | +13.0% | +31.2% |
| 1Y | +16.0% | +4.0% | +12.0% | +31.9% |
| All | +16.0% | +5.1% | +10.9% | +31.9% |
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