+5.9%
GEN vs FND
-36.4%
+42.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.4% |
| 7D | -1.2% | -5.2% | +4.0% | -0.5% |
| 30D | +10.1% | -19.9% | +30.0% | +13.6% |
| 3M | +16.1% | +2.7% | +13.4% | +15.3% |
| 6M | +38.9% | -21.7% | +60.5% | +45.4% |
| YTD | +14.4% | -17.5% | +31.9% | +19.0% |
| 1Y | +5.9% | -39.3% | +45.2% | +14.6% |
| All | +5.9% | -36.4% | +42.2% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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