+13.3%
GEN vs IRE
-98.1%
+111.4%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -14.4% | +16.8% | +2.2% |
| 7D | +2.0% | -31.8% | +33.9% | +1.6% |
| 30D | +27.7% | -71.8% | +99.5% | +26.7% |
| 3M | +3.3% | -88.9% | +92.2% | +2.2% |
| 6M | +31.8% | -95.4% | +127.2% | +31.4% |
| YTD | +13.5% | -94.2% | +107.7% | +13.0% |
| 1Y | +16.0% | -97.1% | +113.1% | +15.7% |
| All | +13.3% | -98.1% | +111.4% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 3y: compounded portfolio wealth divided by compounded IRE 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…
3y analysis · Full analysis span regression · 6 months rolling