+620.7%
GEV vs GEN
+45.7%
+575.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.4% |
| 7D | +3.3% | -1.2% | +4.5% | +3.5% |
| 30D | -7.5% | +10.1% | -17.6% | -9.2% |
| 3M | -2.2% | +16.1% | -18.3% | -5.0% |
| 6M | +12.1% | +38.9% | -26.8% | +3.2% |
| YTD | +44.4% | +14.4% | +30.0% | +43.3% |
| 1Y | +57.7% | +5.9% | +51.8% | +62.5% |
| All | +620.7% | +45.7% | +575.0% | +582.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling