+81.0%
GEN vs COO
-25.3%
+106.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.8% | -0.8% | -2.2% |
| 7D | +2.3% | +4.7% | -2.5% | +1.0% |
| 30D | +33.1% | +13.9% | +19.2% | +28.7% |
| 3M | +6.5% | -14.9% | +21.4% | +10.9% |
| 6M | +53.8% | +2.0% | +51.8% | +51.5% |
| YTD | +11.2% | -23.9% | +35.1% | +20.0% |
| 1Y | +19.4% | -9.6% | +29.0% | +22.5% |
| 3Y | +81.0% | -25.4% | +106.5% | +92.0% |
| All | +81.0% | -25.3% | +106.4% | +92.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling