+21.8%
GEN vs BIYA
-98.4%
+120.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.3% | +7.2% | +4.0% |
| 7D | +26.9% | -4.0% | +30.9% | +26.8% |
| 30D | +38.6% | -15.0% | +53.6% | +38.7% |
| 3M | +9.7% | -58.1% | +67.8% | +9.5% |
| 6M | +58.9% | -90.0% | +148.9% | +58.3% |
| YTD | +15.3% | -96.9% | +112.3% | +14.9% |
| 1Y | +21.8% | -98.2% | +120.0% | +20.8% |
| All | +21.8% | -98.4% | +120.2% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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