+3,385.6%
GEN vs BB
+258.8%
+3,126.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -1.2% | -5.6% | +4.4% | -0.3% |
| 30D | +10.1% | -11.8% | +21.9% | +12.3% |
| 3M | +16.1% | -25.5% | +41.6% | +20.2% |
| 6M | +38.9% | +121.3% | -82.4% | +18.8% |
| YTD | +14.4% | +103.2% | -88.7% | -0.6% |
| 1Y | +5.9% | +102.6% | -96.8% | -8.7% |
| 3Y | +58.8% | +37.5% | +21.3% | +38.5% |
| 5Y | +24.7% | -30.4% | +55.1% | +16.9% |
| 10Y | +163.1% | 0.0% | +163.1% | +92.1% |
| All | +3,385.6% | +258.8% | +3,126.8% | +1,060.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling