+21.8%
GEN vs FLR
+2.5%
+19.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +3.9% |
| 7D | +26.9% | +1.4% | +25.5% | +27.0% |
| 30D | +38.6% | -5.9% | +44.6% | +38.2% |
| 3M | +9.7% | -7.6% | +17.4% | +9.2% |
| 6M | +58.9% | -9.3% | +68.2% | +59.6% |
| YTD | +15.3% | +20.1% | -4.8% | +13.6% |
| 1Y | +21.8% | +3.0% | +18.8% | +22.8% |
| All | +21.8% | +2.5% | +19.3% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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