+8,297.1%
GEN vs COO
+5,988.7%
+2,308.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -2.0% |
| 7D | -1.2% | -2.2% | +1.0% | -1.0% |
| 30D | +10.1% | -7.0% | +17.2% | +10.9% |
| 3M | +16.1% | +12.2% | +3.9% | +14.7% |
| 6M | +38.9% | -15.1% | +54.0% | +40.8% |
| YTD | +14.4% | -15.1% | +29.5% | +16.1% |
| 1Y | +5.9% | +2.3% | +3.5% | +5.5% |
| 3Y | +58.8% | -23.7% | +82.5% | +61.8% |
| 5Y | +24.7% | -38.9% | +63.6% | +29.1% |
| 10Y | +163.1% | +49.9% | +113.1% | +151.0% |
| All | +8,297.1% | +5,988.7% | +2,308.4% | +6,331.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling