-10.8%
DOW vs GEN
+167.2%
-178.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.9% | -2.5% |
| 7D | -2.4% | -1.2% | -1.2% | -2.1% |
| 30D | +0.4% | +10.1% | -9.8% | -2.2% |
| 3M | -14.4% | +16.1% | -30.5% | -17.9% |
| 6M | -7.0% | +38.9% | -45.8% | -15.7% |
| YTD | +30.2% | +14.4% | +15.8% | +24.5% |
| 1Y | +29.2% | +5.9% | +23.3% | +26.4% |
| 3Y | -36.7% | +58.8% | -95.5% | -44.9% |
| 5Y | -37.7% | +24.7% | -62.4% | -43.9% |
| All | -10.8% | +167.2% | -178.1% | -34.6% |
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