+3.0%
GEN vs BWA
+48.6%
-45.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | -0.1% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | +2.1% | -5.6% | +7.6% | +2.1% |
| 3M | +19.7% | -10.7% | +30.4% | +20.6% |
| 6M | +33.3% | +23.2% | +10.1% | +30.0% |
| YTD | +11.1% | +46.0% | -34.9% | +2.5% |
| 1Y | +3.0% | +51.2% | -48.2% | -6.4% |
| All | +3.0% | +48.6% | -45.6% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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