+387.5%
GEN vs INDA
+121.8%
+265.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.5% |
| 7D | +2.0% | +1.1% | +0.9% | +1.6% |
| 30D | +27.7% | +9.4% | +18.4% | +23.8% |
| 3M | +3.3% | +2.9% | +0.3% | +2.3% |
| 6M | +31.8% | +7.2% | +24.6% | +28.7% |
| YTD | +13.5% | -4.8% | +18.3% | +15.4% |
| 1Y | +16.0% | -5.1% | +21.1% | +18.0% |
| 3Y | +70.6% | +16.7% | +53.9% | +61.3% |
| 5Y | +32.1% | +8.8% | +23.4% | +27.3% |
| 10Y | +153.4% | +116.2% | +37.2% | +88.8% |
| All | +387.5% | +121.8% | +265.7% | +256.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling