+33.3%
GEN vs FND
-61.3%
+94.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.2% | +1.4% |
| 7D | +1.0% | +6.8% | -5.8% | -0.4% |
| 30D | +29.1% | +13.1% | +16.0% | +26.0% |
| 3M | +2.9% | -13.1% | +16.0% | +5.2% |
| 6M | +33.6% | -0.6% | +34.2% | +32.3% |
| YTD | +12.0% | -15.5% | +27.6% | +13.9% |
| 1Y | +16.2% | -13.7% | +29.8% | +17.4% |
| 3Y | +65.1% | -35.0% | +100.1% | +72.7% |
| 5Y | +33.3% | -60.1% | +93.4% | +50.6% |
| All | +33.3% | -61.3% | +94.6% | +50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling