+2,271.9%
D vs GEN
+8,838.8%
-6,566.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.7% | -1.3% |
| 7D | +0.4% | -1.2% | +1.6% | +0.5% |
| 30D | -3.6% | +10.1% | -13.7% | -4.1% |
| 3M | -1.0% | +16.1% | -17.1% | -1.9% |
| 6M | +6.3% | +38.9% | -32.6% | +4.2% |
| YTD | +14.7% | +14.4% | +0.3% | +13.5% |
| 1Y | +16.9% | +5.9% | +11.1% | +16.2% |
| 3Y | +56.8% | +58.8% | -2.0% | +52.0% |
| 5Y | +5.2% | +24.7% | -19.5% | +2.8% |
| 10Y | +35.9% | +163.1% | -127.2% | +26.5% |
| All | +2,271.9% | +8,838.8% | -6,566.9% | +1,735.4% |
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