+12.6%
GFS vs GEN
+17.5%
-4.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.6% | +8.9% | +5.8% |
| 7D | -7.8% | +2.3% | -10.1% | -7.5% |
| 30D | -19.7% | +33.1% | -52.7% | -16.7% |
| 3M | -23.1% | +6.5% | -29.6% | -22.2% |
| 6M | -46.4% | +53.8% | -100.2% | -47.1% |
| YTD | +11.0% | +11.2% | -0.2% | +6.3% |
| 1Y | +12.6% | +19.4% | -6.7% | +4.8% |
| All | +12.6% | +17.5% | -4.9% | +4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling