+12.6%
GEN vs BIYA
-99.8%
+112.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.3% | -0.2% |
| 7D | -2.9% | +2.7% | -5.6% | -2.9% |
| 30D | +2.1% | -16.7% | +18.7% | +2.1% |
| 3M | +19.7% | -74.6% | +94.3% | +19.7% |
| 6M | +33.3% | -85.4% | +118.7% | +33.1% |
| YTD | +11.1% | -94.2% | +105.3% | +11.8% |
| 1Y | +3.0% | -98.6% | +101.6% | +6.0% |
| All | +12.6% | -99.8% | +112.4% | +18.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling