+62.6%
GEN vs FTV
-2.5%
+65.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.8% |
| 7D | -1.2% | -4.5% | +3.3% | +0.7% |
| 30D | +10.1% | -7.1% | +17.2% | +13.6% |
| 3M | +16.1% | -7.2% | +23.2% | +19.3% |
| 6M | +38.9% | -1.5% | +40.4% | +38.5% |
| YTD | +14.4% | +3.5% | +11.0% | +11.4% |
| 1Y | +5.9% | +20.3% | -14.5% | -4.2% |
| All | +62.6% | -2.5% | +65.1% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 3y: compounded portfolio wealth divided by compounded FTV 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…
3y analysis · Full analysis span regression · 6 months rolling