+21.8%
GEN vs IAG
+56.5%
-34.8%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +10.2% | -6.2% | +3.7% |
| 7D | +26.9% | +1.1% | +25.8% | +26.7% |
| 30D | +38.6% | -5.3% | +43.9% | +38.8% |
| 3M | +9.7% | +18.0% | -8.3% | +9.2% |
| 6M | +58.9% | +7.1% | +51.8% | +58.4% |
| YTD | +15.3% | +5.9% | +9.4% | +15.9% |
| 1Y | +21.8% | +59.4% | -37.6% | +20.2% |
| All | +21.8% | +56.5% | -34.8% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling