+512.8%
F vs GEN
+8,824.3%
-8,311.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.0% |
| 7D | +1.4% | +8.5% | -7.1% | +0.1% |
| 30D | +2.0% | +34.2% | -32.2% | -2.7% |
| 3M | -10.4% | +10.0% | -20.3% | -12.1% |
| 6M | +9.7% | +56.8% | -47.1% | +1.5% |
| YTD | -1.2% | +14.2% | -15.4% | -4.3% |
| 1Y | 0.0% | +20.8% | -20.8% | -4.0% |
| 3Y | +41.1% | +84.1% | -43.0% | +26.1% |
| 5Y | -11.4% | +37.1% | -48.5% | -17.7% |
| 10Y | +85.0% | +171.5% | -86.5% | +50.1% |
| All | +512.8% | +8,824.3% | -8,311.5% | +197.2% |
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