+15.9%
GEN vs BIYA
-99.9%
+115.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.4% | -1.3% | +2.1% |
| 7D | -0.8% | +2.5% | -3.3% | -0.8% |
| 30D | +31.2% | -22.3% | +53.5% | +31.2% |
| 3M | +6.1% | -54.8% | +60.9% | +6.2% |
| 6M | +38.1% | -86.5% | +124.6% | +38.1% |
| YTD | +14.4% | -96.8% | +111.2% | +15.2% |
| 1Y | +15.1% | -98.6% | +113.8% | +17.2% |
| All | +15.9% | -99.9% | +115.8% | +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