+266.1%
GE vs GEN
+67.9%
+198.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | 0.0% |
| 7D | +2.7% | +2.0% | +0.6% | +2.4% |
| 30D | +8.1% | +27.7% | -19.7% | +4.6% |
| 3M | -7.9% | +3.3% | -11.1% | -8.5% |
| 6M | +12.9% | +31.8% | -18.9% | +7.5% |
| YTD | +8.2% | +13.5% | -5.3% | +6.3% |
| 1Y | +9.7% | +16.0% | -6.4% | +7.1% |
| 3Y | +266.1% | +70.6% | +195.5% | +214.0% |
| All | +266.1% | +67.9% | +198.2% | +214.0% |
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