+3,287.8%
GEN vs BB
+307.3%
+2,980.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.4% | -7.1% | -3.4% |
| 7D | +2.3% | +3.8% | -1.5% | +1.5% |
| 30D | +33.1% | -0.3% | +33.4% | +32.4% |
| 3M | +6.5% | -0.5% | +6.9% | +5.5% |
| 6M | +53.8% | +45.9% | +7.9% | +40.6% |
| YTD | +11.2% | +130.6% | -119.4% | -6.3% |
| 1Y | +19.4% | +89.2% | -69.8% | +3.7% |
| 3Y | +81.0% | +137.5% | -56.5% | +43.9% |
| 5Y | +33.4% | -20.9% | +54.3% | +22.0% |
| 10Y | +164.3% | +25.4% | +138.9% | +84.1% |
| All | +3,287.8% | +307.3% | +2,980.5% | +994.7% |
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 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