+14.5%
FIX vs GEN
+17.6%
-3.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | 0.0% | +9.4% | +9.4% |
| 7D | -7.2% | -0.3% | -6.9% | -7.1% |
| 30D | -35.1% | +28.2% | -63.3% | -29.8% |
| 3M | -34.3% | +2.6% | -36.9% | -33.1% |
| 6M | -42.9% | +32.7% | -75.6% | -37.9% |
| YTD | +19.5% | +11.3% | +8.2% | +15.7% |
| All | +14.5% | +17.6% | -3.1% | +11.0% |
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