+75.1%
D vs GEN
+66.2%
+9.0%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | +2.4% | +1.0% | +1.4% | +2.3% |
| 30D | +10.9% | +29.1% | -18.2% | +8.1% |
| 3M | +2.8% | +2.9% | -0.1% | +2.2% |
| 6M | +12.7% | +33.6% | -20.9% | +8.7% |
| YTD | +20.3% | +12.0% | +8.3% | +19.6% |
| 1Y | +17.1% | +16.2% | +1.0% | +15.6% |
| 3Y | +75.1% | +65.1% | +10.1% | +59.9% |
| All | +75.1% | +66.2% | +9.0% | +59.9% |
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 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