+101.6%
GEN vs FND
+68.8%
+32.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.2% |
| 7D | -0.8% | -4.4% | +3.6% | -0.1% |
| 30D | +31.2% | +14.5% | +16.7% | +28.3% |
| 3M | +6.1% | -15.6% | +21.7% | +8.7% |
| 6M | +38.1% | +4.7% | +33.4% | +35.9% |
| YTD | +14.4% | -16.1% | +30.5% | +16.1% |
| 1Y | +15.1% | -16.0% | +31.1% | +16.7% |
| 3Y | +68.5% | -35.5% | +104.0% | +75.1% |
| 5Y | +35.8% | -60.5% | +96.3% | +46.9% |
| All | +101.6% | +68.8% | +32.8% | +62.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling