+6,420.1%
GEN vs SPY
+3,091.8%
+3,328.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -1.8% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | +10.1% | +0.1% | +10.1% | +10.2% |
| 3M | +16.1% | +2.0% | +14.1% | +13.6% |
| 6M | +38.9% | +13.0% | +25.8% | +22.9% |
| YTD | +14.4% | +13.5% | +0.9% | +1.0% |
| 1Y | +5.9% | +20.0% | -14.1% | -11.6% |
| 3Y | +58.8% | +77.2% | -18.4% | -10.1% |
| 5Y | +24.7% | +81.9% | -57.2% | -32.5% |
| 10Y | +163.1% | +314.1% | -151.0% | -42.7% |
| All | +6,420.1% | +3,091.8% | +3,328.3% | -6.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling