+81.0%
GEN vs FGI
+1.5%
+79.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.9% | -2.6% |
| 7D | +2.3% | -7.0% | +9.2% | +2.3% |
| 30D | +33.1% | -4.2% | +37.3% | +33.1% |
| 3M | +6.5% | +55.6% | -49.1% | +5.8% |
| 6M | +53.8% | -3.2% | +56.9% | +52.8% |
| YTD | +11.2% | +29.1% | -17.9% | +10.5% |
| 1Y | +19.4% | +51.0% | -31.6% | +18.7% |
| 3Y | +81.0% | +1.5% | +79.5% | +83.5% |
| All | +81.0% | +1.5% | +79.5% | +83.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling