+1,142.1%
GEN vs BRKR
+172.5%
+969.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -1.3% | -8.7% | +7.4% | +0.3% |
| 30D | +6.1% | -9.9% | +16.0% | +8.0% |
| 3M | +27.0% | -3.1% | +30.0% | +26.2% |
| 6M | +43.9% | +45.5% | -1.6% | +31.8% |
| YTD | +13.0% | +13.7% | -0.7% | +7.9% |
| 1Y | +4.0% | +67.4% | -63.4% | -7.9% |
| 3Y | +66.2% | -13.2% | +79.4% | +60.6% |
| 5Y | +23.2% | -39.5% | +62.6% | +24.9% |
| 10Y | +157.5% | +153.5% | +4.0% | +96.1% |
| All | +1,142.1% | +172.5% | +969.6% | +549.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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