+777.0%
FIX vs GEN
+58.9%
+718.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.1% | +2.1% |
| 7D | +6.0% | -1.2% | +7.2% | +6.1% |
| 30D | -7.2% | +10.1% | -17.4% | -8.4% |
| 3M | -15.9% | +16.1% | -31.9% | -17.5% |
| 6M | +12.7% | +38.9% | -26.1% | +5.5% |
| YTD | +72.8% | +14.4% | +58.4% | +70.9% |
| 1Y | +122.9% | +5.9% | +117.0% | +126.5% |
| All | +777.0% | +58.9% | +718.0% | +651.0% |
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 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