+8,067.0%
GEN vs GFI
+685.3%
+7,381.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.7% |
| 7D | -0.7% | +5.7% | -6.4% | -0.9% |
| 30D | +2.6% | +15.6% | -13.0% | +2.0% |
| 3M | +15.8% | +31.5% | -15.7% | +14.3% |
| 6M | +33.1% | -3.7% | +36.9% | +32.9% |
| YTD | +11.3% | +11.2% | +0.1% | +10.2% |
| 1Y | +1.7% | +36.4% | -34.7% | -0.4% |
| 3Y | +58.1% | +313.5% | -255.4% | +46.7% |
| 5Y | +20.6% | +528.0% | -507.4% | +9.0% |
| 10Y | +149.0% | +1,021.4% | -872.4% | +115.1% |
| All | +8,067.0% | +685.3% | +7,381.7% | +6,853.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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