+21.8%
GEN vs SPXU
-30.4%
+52.1%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -4.9% | +8.9% | +2.7% |
| 7D | +26.9% | +2.2% | +24.7% | +27.5% |
| 30D | +38.6% | +3.8% | +34.9% | +40.1% |
| 3M | +9.7% | +3.3% | +6.5% | +11.2% |
| 6M | +58.9% | -16.7% | +75.6% | +51.8% |
| YTD | +15.3% | -28.6% | +44.0% | +7.3% |
| 1Y | +21.8% | -30.6% | +52.4% | +13.2% |
| All | +21.8% | -30.4% | +52.1% | +13.2% |
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