-34.6%
DOW vs GEN
+57.7%
-92.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.2% | +1.1% |
| 7D | -2.9% | -0.7% | -2.2% | -2.8% |
| 30D | +2.0% | +2.6% | -0.7% | +1.2% |
| 3M | -12.5% | +15.8% | -28.3% | -15.9% |
| 6M | -9.2% | +33.1% | -42.3% | -16.4% |
| YTD | +30.8% | +11.3% | +19.5% | +28.6% |
| 1Y | +29.4% | +1.7% | +27.7% | +31.7% |
| 3Y | -34.6% | +58.1% | -92.7% | -41.4% |
| All | -34.6% | +57.7% | -92.3% | -41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling