+15.3%
GEN vs RVTY
+76.6%
-61.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.6% | -3.6% | -0.4% |
| 7D | -0.3% | +6.0% | -6.3% | -1.2% |
| 30D | +28.2% | +4.3% | +23.9% | +27.0% |
| 3M | +2.6% | +40.2% | -37.6% | -4.8% |
| 6M | +32.7% | +59.3% | -26.6% | +18.3% |
| YTD | +11.3% | +66.5% | -55.3% | -1.4% |
| All | +15.3% | +76.6% | -61.2% | -0.1% |
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