+70.6%
GEN vs ARWR
+79.8%
-9.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +2.3% |
| 7D | +2.0% | -17.8% | +19.9% | +2.8% |
| 30D | +27.7% | -18.1% | +45.9% | +28.7% |
| 3M | +3.3% | -44.2% | +47.4% | +5.6% |
| 6M | +31.8% | -38.6% | +70.5% | +34.0% |
| YTD | +13.5% | -28.0% | +41.5% | +13.7% |
| 1Y | +16.0% | +16.1% | -0.1% | +11.9% |
| 3Y | +70.6% | +84.0% | -13.4% | +52.4% |
| All | +70.6% | +79.8% | -9.3% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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