-59.8%
GENI vs SPY
+72.1%
-131.9%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +3.2% |
| 7D | +4.9% | +2.6% | +2.3% | +0.6% |
| 30D | +2.1% | -2.0% | +4.1% | +6.3% |
| 3M | -20.9% | -2.8% | -18.1% | -16.2% |
| 6M | +48.7% | +2.1% | +46.6% | +45.4% |
| YTD | -43.2% | +11.5% | -54.7% | -51.5% |
| 1Y | -36.6% | +13.5% | -50.0% | -47.3% |
| 3Y | +21.8% | +77.7% | -55.9% | -52.4% |
| All | -59.8% | +72.1% | -131.9% | -83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling