+16.2%
GEN vs SPY
+11.9%
+4.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | +1.0% | -0.6% | +1.6% | +1.3% |
| 30D | +29.1% | -3.7% | +32.8% | +32.4% |
| 3M | +2.9% | -2.7% | +5.7% | +4.8% |
| 6M | +33.6% | +2.2% | +31.4% | +30.2% |
| YTD | +12.0% | +10.8% | +1.2% | +2.2% |
| 1Y | +16.2% | +11.2% | +4.9% | +6.1% |
| All | +16.2% | +11.9% | +4.2% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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