+4.0%
GEN vs BG
+53.0%
-48.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +0.9% |
| 7D | -1.3% | +3.1% | -4.4% | -1.1% |
| 30D | +6.1% | +10.2% | -4.1% | +6.4% |
| 3M | +27.0% | -1.7% | +28.6% | +27.7% |
| 6M | +43.9% | +1.0% | +42.9% | +44.8% |
| YTD | +13.0% | +39.9% | -26.9% | +10.7% |
| 1Y | +4.0% | +53.2% | -49.2% | +0.9% |
| All | +4.0% | +53.0% | -48.9% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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