-78.6%
GERN vs SPY
+1,927.3%
-2,005.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.4% |
| 7D | +4.0% | +0.1% | +3.9% | +3.8% |
| 30D | -3.7% | +0.1% | -3.7% | -3.9% |
| 3M | +29.8% | +2.0% | +27.8% | +25.9% |
| 6M | +6.8% | +13.0% | -6.2% | -7.9% |
| YTD | +18.9% | +13.5% | +5.4% | +2.1% |
| 1Y | +13.8% | +20.0% | -6.2% | -8.2% |
| 3Y | -36.7% | +77.2% | -113.9% | -68.0% |
| 5Y | +9.0% | +81.9% | -72.9% | -45.5% |
| 10Y | -42.9% | +314.1% | -357.0% | -90.2% |
| All | -78.6% | +1,927.3% | -2,005.9% | -98.9% |
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