+20.6%
GEN vs FLR
+245.1%
-224.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | +0.2% |
| 7D | -2.9% | -3.1% | +0.2% | -2.5% |
| 30D | +2.1% | +4.9% | -2.9% | +1.3% |
| 3M | +19.7% | +10.8% | +8.9% | +17.3% |
| 6M | +33.3% | +19.7% | +13.6% | +27.6% |
| YTD | +11.1% | +38.4% | -27.2% | +3.3% |
| 1Y | +3.0% | +34.7% | -31.7% | -4.2% |
| 3Y | +57.9% | +56.7% | +1.2% | +35.6% |
| 5Y | +20.6% | +241.6% | -221.0% | -11.0% |
| All | +20.6% | +245.1% | -224.5% | -11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling