+5.9%
GD vs GEN
+17.5%
-11.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.3% |
| 7D | -5.0% | +2.3% | -7.2% | -5.3% |
| 30D | +8.9% | +33.1% | -24.1% | +5.2% |
| 3M | -8.0% | +6.5% | -14.5% | -9.3% |
| 6M | +2.9% | +53.8% | -50.9% | -3.1% |
| YTD | +7.1% | +11.2% | -4.2% | +7.4% |
| 1Y | +5.9% | +19.4% | -13.5% | +3.4% |
| All | +5.9% | +17.5% | -11.6% | +3.4% |
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 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