+97.2%
GD vs GEN
+24.6%
+72.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.4% |
| 7D | -5.3% | -1.2% | -4.1% | -5.1% |
| 30D | -6.4% | +10.1% | -16.6% | -8.0% |
| 3M | +5.7% | +16.1% | -10.4% | +2.8% |
| 6M | -0.9% | +38.9% | -39.8% | -7.1% |
| YTD | +8.2% | +14.4% | -6.3% | +5.1% |
| 1Y | +13.4% | +5.9% | +7.6% | +11.8% |
| 3Y | +68.5% | +58.8% | +9.7% | +52.4% |
| All | +97.2% | +24.6% | +72.6% | +90.3% |
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