+16.0%
GEN vs BIYA
-99.8%
+115.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.4% | -2.2% |
| 7D | -1.2% | +1.3% | -2.5% | -1.2% |
| 30D | +10.1% | -21.0% | +31.1% | +10.2% |
| 3M | +16.1% | -74.3% | +90.4% | +16.1% |
| 6M | +38.9% | -84.6% | +123.5% | +38.6% |
| YTD | +14.4% | -94.2% | +108.6% | +15.2% |
| 1Y | +5.9% | -98.2% | +104.1% | +8.3% |
| All | +16.0% | -99.8% | +115.7% | +21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling