+8.2%
GD vs GEN
+20.2%
-12.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.0% | -6.5% | -3.0% |
| 7D | +3.0% | +26.9% | -23.9% | -0.2% |
| 30D | +10.5% | +38.6% | -28.1% | +6.2% |
| 3M | -5.0% | +9.7% | -14.7% | -6.6% |
| 6M | +5.5% | +58.9% | -53.4% | -1.0% |
| YTD | +10.3% | +15.3% | -5.0% | +10.3% |
| 1Y | +8.2% | +21.8% | -13.6% | +5.8% |
| All | +8.2% | +20.2% | -12.0% | +5.8% |
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