+0.3%
GLD vs GEN
+17.6%
-17.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.8% | +1.9% |
| 7D | +4.9% | -0.3% | +5.2% | +4.9% |
| 30D | -1.3% | +28.2% | -29.5% | -1.6% |
| 3M | -4.8% | +2.6% | -7.4% | -4.8% |
| 6M | -12.5% | +32.7% | -45.2% | -12.7% |
| YTD | -4.2% | +11.3% | -15.5% | -5.5% |
| All | +0.3% | +17.6% | -17.3% | -0.9% |
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 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