+21.8%
GEN vs BB
+88.0%
-66.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +7.0% | -3.0% | +3.4% |
| 7D | +26.9% | -6.8% | +33.7% | +27.4% |
| 30D | +38.6% | -3.5% | +42.2% | +38.4% |
| 3M | +9.7% | -1.2% | +11.0% | +9.2% |
| 6M | +58.9% | +57.0% | +1.9% | +43.6% |
| YTD | +15.3% | +131.1% | -115.8% | -6.1% |
| 1Y | +21.8% | +87.6% | -65.8% | +1.7% |
| All | +21.8% | +88.0% | -66.2% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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