+400.2%
GEN vs BR
+1,481.8%
-1,081.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.2% |
| 7D | +2.0% | +1.1% | +1.0% | +1.6% |
| 30D | +27.7% | +14.4% | +13.4% | +20.5% |
| 3M | +3.3% | +12.4% | -9.2% | -1.9% |
| 6M | +31.8% | +35.4% | -3.6% | +15.3% |
| YTD | +13.5% | -12.2% | +25.7% | +19.1% |
| 1Y | +16.0% | -12.7% | +28.8% | +22.1% |
| 3Y | +70.6% | +14.3% | +56.3% | +59.2% |
| 5Y | +32.1% | +19.3% | +12.8% | +18.7% |
| 10Y | +153.4% | +278.1% | -124.7% | +26.8% |
| All | +400.2% | +1,481.8% | -1,081.6% | +17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling