+15.3%
GEN vs ALLY
+0.5%
+14.8%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.3% |
| 7D | -0.3% | -0.2% | -0.1% | -0.2% |
| 30D | +28.2% | +3.4% | +24.7% | +26.7% |
| 3M | +2.6% | -11.1% | +13.7% | +6.3% |
| 6M | +32.7% | -11.5% | +44.2% | +37.7% |
| YTD | +11.3% | -12.3% | +23.6% | +14.0% |
| All | +15.3% | +0.5% | +14.8% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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