+286.1%
GEN vs RACE
+658.9%
-372.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.2% | -2.2% |
| 7D | +2.3% | +5.1% | -2.8% | +0.8% |
| 30D | +33.1% | +7.7% | +25.4% | +30.3% |
| 3M | +6.5% | +2.2% | +4.3% | +5.8% |
| 6M | +53.8% | +23.8% | +30.0% | +44.3% |
| YTD | +11.2% | +13.9% | -2.7% | +6.3% |
| 1Y | +19.4% | +3.8% | +15.6% | +17.1% |
| 3Y | +81.0% | +28.0% | +53.0% | +62.3% |
| 5Y | +33.4% | +64.9% | -31.5% | +9.1% |
| 10Y | +164.3% | +780.4% | -616.1% | +34.4% |
| All | +286.1% | +658.9% | -372.8% | +86.4% |
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