+60.4%
D vs GEN
+58.9%
+1.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.7% | -1.2% |
| 7D | +0.4% | -1.2% | +1.6% | +0.6% |
| 30D | -3.6% | +10.1% | -13.7% | -4.7% |
| 3M | -1.0% | +16.1% | -17.1% | -2.9% |
| 6M | +6.3% | +38.9% | -32.6% | +1.9% |
| YTD | +14.7% | +14.4% | +0.3% | +13.7% |
| 1Y | +16.9% | +5.9% | +11.1% | +17.8% |
| All | +60.4% | +58.9% | +1.5% | +46.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling