+3.0%
GEN vs RVTY
+43.7%
-40.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.4% | +0.4% |
| 7D | -2.9% | -5.4% | +2.5% | -1.6% |
| 30D | +2.1% | +6.7% | -4.7% | +0.6% |
| 3M | +19.7% | +19.0% | +0.7% | +14.6% |
| 6M | +33.3% | +34.6% | -1.4% | +22.2% |
| YTD | +11.1% | +28.3% | -17.2% | +4.2% |
| 1Y | +3.0% | +46.0% | -43.0% | -5.7% |
| All | +3.0% | +43.7% | -40.7% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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