+15.2%
D vs GEN
+32.5%
-17.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.2% | -1.1% |
| 7D | +3.0% | +2.3% | +0.7% | +2.7% |
| 30D | +11.5% | +33.1% | -21.6% | +7.3% |
| 3M | +3.7% | +6.5% | -2.7% | +2.4% |
| 6M | +13.5% | +53.8% | -40.3% | +6.0% |
| YTD | +20.7% | +11.2% | +9.5% | +18.5% |
| 1Y | +18.2% | +19.4% | -1.2% | +14.5% |
| 3Y | +73.3% | +81.0% | -7.7% | +54.0% |
| All | +15.2% | +32.5% | -17.3% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling