-4.5%
GENVR vs SPY
+14.6%
-19.1%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +42.4% | +1.7% | +40.8% | +34.9% |
| 7D | +280.2% | -0.7% | +280.9% | +290.6% |
| 30D | +363.2% | -1.0% | +364.3% | +379.9% |
| 3M | +50.4% | -0.3% | +50.7% | +58.2% |
| 6M | +882.9% | +7.3% | +875.6% | +609.0% |
| YTD | -10.8% | +13.3% | -24.2% | -44.2% |
| 1Y | -4.5% | +14.8% | -19.3% | -42.0% |
| All | -4.5% | +14.6% | -19.1% | -42.0% |
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 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