+66.2%
GEN vs NYT
+56.2%
+10.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.9% |
| 7D | -1.3% | -0.6% | -0.7% | -1.2% |
| 30D | +6.1% | +4.6% | +1.5% | +5.0% |
| 3M | +27.0% | -9.6% | +36.5% | +29.2% |
| 6M | +43.9% | -14.0% | +57.9% | +47.3% |
| YTD | +13.0% | -2.8% | +15.8% | +12.3% |
| 1Y | +4.0% | +15.6% | -11.6% | -1.1% |
| 3Y | +66.2% | +56.3% | +9.9% | +35.2% |
| All | +66.2% | +56.2% | +10.0% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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