+35.8%
GEN vs INDA
+10.5%
+25.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.2% |
| 7D | -0.8% | +3.1% | -3.9% | -2.5% |
| 30D | +31.2% | +11.3% | +19.9% | +24.1% |
| 3M | +6.1% | +3.0% | +3.1% | +4.4% |
| 6M | +38.1% | +6.5% | +31.6% | +33.5% |
| YTD | +14.4% | -4.6% | +19.0% | +16.6% |
| 1Y | +15.1% | -5.8% | +20.9% | +18.1% |
| 3Y | +68.5% | +16.8% | +51.7% | +52.8% |
| 5Y | +35.8% | +10.4% | +25.4% | +22.6% |
| All | +35.8% | +10.5% | +25.4% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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