+391.5%
GEN vs INDA
+115.1%
+276.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -1.2% | +0.7% | -1.9% | -1.4% |
| 30D | +10.1% | -0.8% | +10.9% | +10.5% |
| 3M | +16.1% | +3.9% | +12.1% | +14.5% |
| 6M | +38.9% | -0.7% | +39.6% | +39.1% |
| YTD | +14.4% | -7.7% | +22.1% | +17.5% |
| 1Y | +5.9% | -5.1% | +11.0% | +7.6% |
| 3Y | +58.8% | +13.6% | +45.2% | +51.5% |
| 5Y | +24.7% | +7.8% | +16.9% | +20.5% |
| 10Y | +163.1% | +84.6% | +78.4% | +106.7% |
| All | +391.5% | +115.1% | +276.3% | +263.4% |
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