+5.9%
GEN vs RUN
-46.2%
+52.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.7% | -2.1% |
| 7D | -1.2% | +1.3% | -2.4% | -1.3% |
| 30D | +10.1% | -15.3% | +25.4% | +11.1% |
| 3M | +16.1% | -40.0% | +56.1% | +19.4% |
| 6M | +38.9% | -27.0% | +65.8% | +40.5% |
| YTD | +14.4% | -51.7% | +66.1% | +18.5% |
| 1Y | +5.9% | -45.9% | +51.8% | +10.5% |
| All | +5.9% | -46.2% | +52.1% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 1y: compounded portfolio wealth divided by compounded RUN 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…
1y analysis · Full analysis span regression · 6 months rolling