+166.6%
DELL vs GEN
+11.7%
+154.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | 0.0% |
| 7D | +17.1% | -3.0% | +20.1% | +17.8% |
| 30D | -35.1% | +24.7% | -59.8% | -39.2% |
| 3M | -23.3% | +4.1% | -27.4% | -22.8% |
| 6M | +55.8% | +36.0% | +19.8% | +39.3% |
| YTD | +198.0% | +10.9% | +187.1% | +174.6% |
| 1Y | +166.6% | +12.2% | +154.4% | +145.8% |
| All | +166.6% | +11.7% | +154.9% | +145.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling