+5.9%
GEN vs SPXU
-40.4%
+46.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.4% | -1.8% |
| 7D | -1.2% | -0.1% | -1.1% | -1.2% |
| 30D | +10.1% | +0.8% | +9.3% | +10.6% |
| 3M | +16.1% | -4.7% | +20.8% | +15.8% |
| 6M | +38.9% | -29.6% | +68.5% | +27.6% |
| YTD | +14.4% | -29.9% | +44.3% | +5.9% |
| 1Y | +5.9% | -39.1% | +44.9% | -4.8% |
| All | +5.9% | -40.4% | +46.2% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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