+20.6%
GEN vs SPXU
-85.9%
+106.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | +0.2% |
| 7D | -2.9% | +1.3% | -4.2% | -2.5% |
| 30D | +2.1% | +5.1% | -3.1% | +3.6% |
| 3M | +19.7% | -9.1% | +28.8% | +17.3% |
| 6M | +33.3% | -29.6% | +62.8% | +23.0% |
| YTD | +11.1% | -27.7% | +38.8% | +3.9% |
| 1Y | +3.0% | -37.0% | +40.0% | -6.7% |
| 3Y | +57.9% | -80.2% | +138.0% | +14.7% |
| 5Y | +20.6% | -86.0% | +106.6% | -10.7% |
| All | +20.6% | -85.9% | +106.5% | -10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling