+21.8%
GEN vs ALLE
+18.6%
+3.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.8% | +2.2% | +3.5% |
| 7D | +26.9% | +6.7% | +20.2% | +24.9% |
| 30D | +38.6% | +25.4% | +13.3% | +32.2% |
| 3M | +9.7% | +16.9% | -7.2% | +5.8% |
| 6M | +58.9% | +46.6% | +12.3% | +48.0% |
| YTD | +15.3% | +22.4% | -7.1% | +14.1% |
| 1Y | +21.8% | +17.7% | +4.1% | +23.3% |
| All | +21.8% | +18.6% | +3.2% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 1y: compounded portfolio wealth divided by compounded ALLE 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…
1y analysis · Full analysis span regression · 6 months rolling