+2,408.8%
D vs GEN
+8,824.3%
-6,415.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.8% | -0.1% |
| 7D | +6.9% | +8.5% | -1.6% | +6.5% |
| 30D | +12.3% | +34.2% | -21.9% | +10.5% |
| 3M | +3.0% | +10.0% | -6.9% | +2.3% |
| 6M | +12.8% | +56.8% | -44.0% | +9.7% |
| YTD | +22.6% | +14.2% | +8.3% | +21.1% |
| 1Y | +21.7% | +20.8% | +0.9% | +19.8% |
| 3Y | +83.9% | +84.1% | -0.1% | +76.6% |
| 5Y | +14.0% | +37.1% | -23.1% | +10.7% |
| 10Y | +45.6% | +171.5% | -125.9% | +35.1% |
| All | +2,408.8% | +8,824.3% | -6,415.5% | +1,838.6% |
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