-25.4%
FN vs GEN
+18.5%
-43.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.7% | -5.5% | -4.6% |
| 7D | -4.1% | +1.0% | -5.1% | -3.7% |
| 30D | -28.3% | +29.1% | -57.4% | -23.0% |
| 3M | -33.9% | +2.9% | -36.8% | -32.2% |
| 6M | -43.9% | +33.6% | -77.5% | -40.7% |
| YTD | -23.4% | +12.0% | -35.5% | -24.0% |
| 1Y | -25.4% | +16.2% | -41.6% | -25.0% |
| All | -25.4% | +18.5% | -43.9% | -25.0% |
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