+9.6%
GENT vs SPY
+47.4%
-37.8%
-3.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.1% |
| 7D | -0.4% | -0.9% | +0.5% | -0.4% |
| 30D | +0.6% | -2.4% | +3.0% | +0.7% |
| 3M | -1.0% | -1.2% | +0.1% | -1.0% |
| 6M | -0.9% | +3.3% | -4.2% | -0.9% |
| YTD | -0.6% | +12.3% | -12.9% | -0.6% |
| 1Y | -0.4% | +12.4% | -12.9% | -0.4% |
| All | +9.6% | +47.4% | -37.8% | +9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling