+34.1%
GEN vs GPC
+4.3%
+29.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.0% | +2.3% |
| 7D | +2.0% | +0.4% | +1.6% | +1.9% |
| 30D | +27.7% | -6.3% | +34.0% | +30.1% |
| 3M | +3.3% | -8.2% | +11.4% | +5.7% |
| 6M | +31.8% | +27.1% | +4.7% | +22.2% |
| YTD | +13.5% | +3.1% | +10.4% | +11.6% |
| 1Y | +16.0% | +0.1% | +16.0% | +15.1% |
| 3Y | +70.6% | +0.2% | +70.4% | +63.7% |
| All | +34.1% | +4.3% | +29.8% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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