+1.7%
GEN vs COO
-2.5%
+4.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.7% | 0.0% | -1.9% |
| 7D | -0.7% | -2.3% | +1.6% | 0.0% |
| 30D | +2.6% | -8.8% | +11.5% | +5.3% |
| 3M | +15.8% | +1.3% | +14.4% | +15.3% |
| 6M | +33.1% | -11.6% | +44.7% | +41.8% |
| YTD | +11.3% | -17.4% | +28.7% | +21.8% |
| 1Y | +1.7% | -1.6% | +3.3% | +5.4% |
| All | +1.7% | -2.5% | +4.2% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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