+2,451.3%
EXC vs GEN
+8,588.0%
-6,136.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.7% | -1.8% |
| 7D | -1.2% | +2.3% | -3.4% | -1.3% |
| 30D | +10.0% | +33.1% | -23.1% | +7.9% |
| 3M | +1.6% | +6.5% | -4.9% | +1.0% |
| 6M | +3.3% | +53.8% | -50.5% | +0.1% |
| YTD | +7.6% | +11.2% | -3.7% | +6.2% |
| 1Y | +3.5% | +19.4% | -15.9% | +1.7% |
| 3Y | +27.7% | +81.0% | -53.4% | +21.5% |
| 5Y | +41.1% | +33.4% | +7.7% | +36.3% |
| 10Y | +178.2% | +164.3% | +13.9% | +154.6% |
| All | +2,451.3% | +8,588.0% | -6,136.8% | +1,771.3% |
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