+15.1%
GEN vs BLDR
-42.4%
+57.6%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.3% |
| 7D | -0.8% | -10.3% | +9.5% | +1.6% |
| 30D | +31.2% | +19.6% | +11.7% | +26.6% |
| 3M | +6.1% | -17.0% | +23.1% | +7.7% |
| 6M | +38.1% | -16.7% | +54.9% | +39.0% |
| YTD | +14.4% | -39.4% | +53.8% | +23.7% |
| 1Y | +15.1% | -41.7% | +56.8% | +25.5% |
| All | +15.1% | -42.4% | +57.6% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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