+627.7%
GEV vs GEN
+41.5%
+586.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | +3.2% | -2.9% | +6.1% | +3.6% |
| 30D | -4.0% | +2.1% | -6.1% | -4.5% |
| 3M | +3.4% | +19.7% | -16.3% | -0.7% |
| 6M | +14.7% | +33.3% | -18.6% | +6.6% |
| YTD | +45.8% | +11.1% | +34.7% | +45.3% |
| 1Y | +57.4% | +3.0% | +54.4% | +62.8% |
| All | +627.7% | +41.5% | +586.2% | +591.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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