+25.4%
GEN vs RACE
+93.6%
-68.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.6% |
| 7D | -1.2% | -2.5% | +1.3% | -0.5% |
| 30D | +10.1% | +0.8% | +9.4% | +9.9% |
| 3M | +16.1% | +17.2% | -1.1% | +11.1% |
| 6M | +38.9% | +13.6% | +25.3% | +33.6% |
| YTD | +14.4% | +12.2% | +2.2% | +10.1% |
| 1Y | +5.9% | -16.3% | +22.1% | +9.5% |
| 3Y | +58.8% | +36.4% | +22.3% | +39.2% |
| All | +25.4% | +93.6% | -68.2% | -0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling