+8,109.4%
GEN vs NYT
+754.3%
+7,355.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -4.4% | -0.7% | -3.6% | -4.2% |
| 30D | +3.7% | +4.5% | -0.7% | +2.6% |
| 3M | +22.2% | -8.5% | +30.8% | +24.5% |
| 6M | +38.9% | -15.1% | +54.0% | +43.5% |
| YTD | +11.9% | -3.3% | +15.2% | +11.7% |
| 1Y | +4.5% | +17.0% | -12.5% | -0.5% |
| 3Y | +59.0% | +55.7% | +3.3% | +39.3% |
| 5Y | +22.0% | +38.9% | -16.9% | +7.2% |
| 10Y | +155.0% | +485.3% | -330.3% | +44.3% |
| All | +8,109.4% | +754.3% | +7,355.1% | +3,270.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling