+70.6%
GEN vs RRC
+60.0%
+10.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +2.3% |
| 7D | +2.0% | +6.4% | -4.3% | +1.5% |
| 30D | +27.7% | +23.9% | +3.9% | +24.1% |
| 3M | +3.3% | +30.2% | -26.9% | -0.3% |
| 6M | +31.8% | +26.3% | +5.6% | +27.5% |
| YTD | +13.5% | +48.1% | -34.6% | +6.7% |
| 1Y | +16.0% | +37.7% | -21.6% | +10.3% |
| 3Y | +70.6% | +60.3% | +10.3% | +57.5% |
| All | +70.6% | +60.0% | +10.6% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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