+27.8%
DOW vs GEN
+0.6%
+27.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -6.0% | -2.9% | -3.1% | -5.9% |
| 30D | -2.7% | +2.1% | -4.8% | -2.8% |
| 3M | -10.5% | +19.7% | -30.2% | -11.2% |
| 6M | -12.4% | +33.3% | -45.7% | -11.3% |
| YTD | +30.0% | +11.1% | +18.9% | +46.5% |
| 1Y | +27.8% | +3.0% | +24.8% | +63.5% |
| All | +27.8% | +0.6% | +27.2% | +63.5% |
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