+1,795.5%
GEN vs FLR
+513.8%
+1,281.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.1% | +3.5% | +2.6% |
| 7D | +2.0% | +5.4% | -3.3% | +1.0% |
| 30D | +27.7% | +2.8% | +24.9% | +26.7% |
| 3M | +3.3% | -6.4% | +9.7% | +4.2% |
| 6M | +31.8% | +8.8% | +23.0% | +27.7% |
| YTD | +13.5% | +23.6% | -10.1% | +5.6% |
| 1Y | +16.0% | +13.8% | +2.2% | +9.6% |
| 3Y | +70.6% | +36.5% | +34.1% | +48.9% |
| 5Y | +32.1% | +119.3% | -87.2% | +1.7% |
| 10Y | +153.4% | +8.0% | +145.4% | +94.7% |
| All | +1,795.5% | +513.8% | +1,281.6% | +546.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling