+54.9%
GD vs GEN
+84.3%
-29.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.2% |
| 7D | -3.9% | +8.5% | -12.4% | -5.0% |
| 30D | +8.1% | +34.2% | -26.1% | +3.6% |
| 3M | -6.8% | +10.0% | -16.7% | -8.5% |
| 6M | +3.0% | +56.8% | -53.8% | -4.3% |
| YTD | +7.8% | +14.2% | -6.5% | +5.1% |
| 1Y | +5.8% | +20.8% | -15.0% | +2.2% |
| All | +54.9% | +84.3% | -29.4% | +50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling