+66.3%
GEN vs ABCL
+196.9%
-130.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.2% | -5.2% | -0.3% |
| 7D | -0.3% | +12.4% | -12.7% | -1.2% |
| 30D | +28.2% | -0.4% | +28.5% | +27.8% |
| 3M | +2.6% | +80.4% | -77.8% | -4.1% |
| 6M | +32.7% | +138.5% | -105.9% | +19.6% |
| YTD | +11.3% | +265.5% | -254.2% | -4.5% |
| 1Y | +17.9% | +219.7% | -201.7% | +2.3% |
| 3Y | +66.3% | +209.4% | -143.1% | +42.9% |
| All | +66.3% | +196.9% | -130.6% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ABCL.
Daily Out/Under-Performance
Portfolio return minus ABCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABCL 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 ABCL 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