+5.9%
GEN vs FGI
+81.8%
-76.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +7.5% | -9.7% | -2.2% |
| 7D | -1.2% | +0.5% | -1.7% | -1.2% |
| 30D | +10.1% | +65.4% | -55.3% | +9.1% |
| 3M | +16.1% | +23.5% | -7.4% | +15.0% |
| 6M | +38.9% | +60.5% | -21.7% | +36.8% |
| YTD | +14.4% | +30.0% | -15.6% | +13.0% |
| 1Y | +5.9% | +82.1% | -76.2% | +4.8% |
| All | +5.9% | +81.8% | -76.0% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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