+35.2%
FROG vs GEN
+62.9%
-27.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.2% | -2.3% |
| 7D | -11.3% | -1.2% | -10.1% | -10.7% |
| 30D | +3.6% | +10.1% | -6.5% | -0.6% |
| 3M | +1.7% | +16.1% | -14.4% | -5.1% |
| 6M | +123.5% | +38.9% | +84.7% | +93.2% |
| YTD | +40.2% | +14.4% | +25.8% | +30.2% |
| 1Y | +81.0% | +5.9% | +75.1% | +72.8% |
| 3Y | +194.8% | +58.8% | +136.0% | +143.4% |
| 5Y | +131.8% | +24.7% | +107.1% | +98.9% |
| All | +35.2% | +62.9% | -27.7% | +2.7% |
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