+8,061.5%
GEN vs GPC
+2,071.6%
+5,989.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.1% |
| 7D | +2.3% | +1.6% | +0.7% | +1.6% |
| 30D | +33.1% | -2.1% | +35.1% | +34.1% |
| 3M | +6.5% | -6.8% | +13.3% | +9.4% |
| 6M | +53.8% | +18.6% | +35.2% | +41.9% |
| YTD | +11.2% | +2.7% | +8.5% | +7.9% |
| 1Y | +19.4% | +1.8% | +17.6% | +16.1% |
| 3Y | +81.0% | +1.1% | +80.0% | +70.9% |
| 5Y | +33.4% | +4.1% | +29.4% | +22.1% |
| 10Y | +164.3% | +88.2% | +76.1% | +68.1% |
| All | +8,061.5% | +2,071.6% | +5,989.9% | +1,667.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling