+296.6%
GEN vs RACE
+670.3%
-373.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.3% |
| 7D | +8.5% | +5.7% | +2.8% | +6.7% |
| 30D | +34.2% | +9.3% | +24.9% | +30.8% |
| 3M | +10.0% | +3.8% | +6.1% | +8.8% |
| 6M | +56.8% | +29.8% | +27.0% | +45.0% |
| YTD | +14.2% | +15.6% | -1.4% | +8.7% |
| 1Y | +20.8% | +5.1% | +15.7% | +18.1% |
| 3Y | +84.1% | +30.8% | +53.3% | +63.9% |
| 5Y | +37.1% | +67.4% | -30.3% | +11.5% |
| 10Y | +171.5% | +793.6% | -622.1% | +37.4% |
| All | +296.6% | +670.3% | -373.7% | +90.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling