+4.5%
GEN vs SPXU
-34.8%
+39.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +1.2% |
| 7D | -4.3% | +6.4% | -10.7% | -2.6% |
| 30D | +3.8% | +5.9% | -2.2% | +5.6% |
| 3M | +22.3% | -11.7% | +33.9% | +18.7% |
| 6M | +39.0% | -28.7% | +67.6% | +28.0% |
| YTD | +11.9% | -26.4% | +38.2% | +5.0% |
| 1Y | +4.5% | -35.2% | +39.7% | -5.1% |
| All | +4.5% | -34.8% | +39.3% | -5.1% |
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