+12.2%
GEN vs SPXU
-25.8%
+37.9%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -2.9% |
| 7D | -3.0% | -9.4% | +6.4% | -5.0% |
| 30D | +24.7% | +7.4% | +17.3% | +27.5% |
| 3M | +4.1% | +6.2% | -2.0% | +6.4% |
| 6M | +36.0% | -7.2% | +43.3% | +34.8% |
| YTD | +10.9% | -26.8% | +37.6% | +4.3% |
| 1Y | +12.2% | -26.3% | +38.4% | +6.1% |
| All | +12.2% | -25.8% | +37.9% | +6.1% |
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