+2,105.4%
FIX vs GEN
+24.6%
+2,080.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.1% | +2.3% |
| 7D | +6.0% | -1.2% | +7.2% | +6.2% |
| 30D | -7.2% | +10.1% | -17.4% | -9.0% |
| 3M | -15.9% | +16.1% | -31.9% | -18.5% |
| 6M | +12.7% | +38.9% | -26.1% | +3.6% |
| YTD | +72.8% | +14.4% | +58.4% | +67.0% |
| 1Y | +122.9% | +5.9% | +117.0% | +120.3% |
| 3Y | +774.3% | +58.8% | +715.5% | +671.2% |
| All | +2,105.4% | +24.6% | +2,080.8% | +1,950.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling