+21.8%
GEN vs BR
-14.2%
+36.0%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.0% | +1.0% | +2.4% |
| 7D | +26.9% | +7.0% | +19.9% | +22.7% |
| 30D | +38.6% | +19.0% | +19.7% | +27.3% |
| 3M | +9.7% | +13.1% | -3.3% | +3.4% |
| 6M | +58.9% | +24.6% | +34.3% | +42.3% |
| YTD | +15.3% | -13.6% | +28.9% | +24.6% |
| 1Y | +21.8% | -13.1% | +34.9% | +30.5% |
| All | +21.8% | -14.2% | +36.0% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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