-45.9%
GENI vs SPY
+18.1%
-64.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.2% |
| 7D | -8.9% | -0.8% | -8.2% | -7.8% |
| 30D | -10.8% | -1.1% | -9.8% | -9.2% |
| 3M | -3.0% | +3.9% | -6.9% | -7.9% |
| 6M | +30.9% | +13.6% | +17.3% | +6.4% |
| YTD | -38.1% | +12.7% | -50.8% | -48.5% |
| 1Y | -45.9% | +17.5% | -63.4% | -56.7% |
| All | -45.9% | +18.1% | -64.0% | -56.7% |
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