+514.9%
GEV vs GEN
+44.5%
+470.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.4% | -4.3% | -2.1% |
| 7D | +3.7% | +2.0% | +1.7% | +3.5% |
| 30D | -14.7% | +27.7% | -42.4% | -17.2% |
| 3M | -23.4% | +3.3% | -26.7% | -23.8% |
| 6M | -24.3% | +31.8% | -56.1% | -29.2% |
| YTD | +23.2% | +13.5% | +9.7% | +22.6% |
| 1Y | +44.2% | +16.0% | +28.2% | +41.5% |
| All | +514.9% | +44.5% | +470.3% | +483.4% |
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