+442.2%
GEN vs SPXU
-100.0%
+542.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.2% | +1.2% | +2.7% |
| 7D | +2.0% | -7.6% | +9.6% | -0.1% |
| 30D | +27.7% | +5.3% | +22.4% | +30.0% |
| 3M | +3.3% | +9.6% | -6.4% | +6.6% |
| 6M | +31.8% | -4.5% | +36.3% | +31.6% |
| YTD | +13.5% | -25.9% | +39.4% | +7.0% |
| 1Y | +16.0% | -28.9% | +44.9% | +8.3% |
| 3Y | +70.6% | -80.5% | +151.0% | +20.6% |
| 5Y | +32.1% | -83.4% | +115.5% | +0.7% |
| 10Y | +153.4% | -99.5% | +252.9% | -12.1% |
| All | +442.2% | -100.0% | +542.2% | -29.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling