+526.6%
GEV vs GEN
+41.1%
+485.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.1% | +4.4% | +1.6% |
| 7D | +6.2% | -3.0% | +9.2% | +6.5% |
| 30D | -18.4% | +24.7% | -43.1% | -20.7% |
| 3M | -21.2% | +4.1% | -25.4% | -21.9% |
| 6M | -23.6% | +36.0% | -59.6% | -29.5% |
| YTD | +25.5% | +10.9% | +14.7% | +25.2% |
| 1Y | +42.6% | +12.2% | +30.4% | +41.0% |
| All | +526.6% | +41.1% | +485.5% | +495.9% |
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