+20.6%
GEN vs BB
-27.1%
+47.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.2% | -4.9% | -3.0% |
| 7D | -0.7% | +0.5% | -1.2% | -0.8% |
| 30D | +2.6% | -12.4% | +15.0% | +4.3% |
| 3M | +15.8% | -15.3% | +31.1% | +17.1% |
| 6M | +33.1% | +128.8% | -95.6% | +16.2% |
| YTD | +11.3% | +107.7% | -96.4% | -1.5% |
| 1Y | +1.7% | +103.9% | -102.2% | -10.3% |
| 3Y | +58.1% | +72.6% | -14.4% | +36.7% |
| 5Y | +20.6% | -24.3% | +44.9% | +15.4% |
| All | +20.6% | -27.1% | +47.7% | +15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling