+66.3%
GEN vs RACE
+26.8%
+39.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.6% | -0.1% |
| 7D | -0.3% | +3.9% | -4.2% | -1.3% |
| 30D | +28.2% | +7.4% | +20.7% | +25.8% |
| 3M | +2.6% | +1.6% | +1.0% | +2.1% |
| 6M | +32.7% | +23.3% | +9.4% | +25.8% |
| YTD | +11.3% | +14.7% | -3.4% | +6.8% |
| 1Y | +17.9% | +2.5% | +15.4% | +16.1% |
| 3Y | +66.3% | +28.0% | +38.4% | +51.1% |
| All | +66.3% | +26.8% | +39.5% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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