+93.8%
GD vs GEN
+32.5%
+61.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.2% |
| 7D | -5.0% | +2.3% | -7.2% | -5.4% |
| 30D | +8.9% | +33.1% | -24.1% | +3.6% |
| 3M | -8.0% | +6.5% | -14.5% | -9.5% |
| 6M | +2.9% | +53.8% | -50.9% | -5.6% |
| YTD | +7.1% | +11.2% | -4.2% | +4.1% |
| 1Y | +5.9% | +19.4% | -13.5% | +1.5% |
| 3Y | +53.9% | +81.0% | -27.2% | +34.7% |
| All | +93.8% | +32.5% | +61.3% | +82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling