+135.0%
GOOG vs GEN
+21.4%
+113.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.4% |
| 7D | -2.5% | -4.4% | +1.9% | -1.4% |
| 30D | -3.6% | +3.7% | -7.4% | -4.6% |
| 3M | -6.4% | +22.2% | -28.7% | -11.1% |
| 6M | +7.8% | +38.9% | -31.1% | -1.4% |
| YTD | +5.5% | +11.9% | -6.4% | +1.7% |
| 1Y | +38.3% | +4.5% | +33.8% | +35.6% |
| 3Y | +143.1% | +59.0% | +84.1% | +105.9% |
| 5Y | +135.0% | +22.0% | +113.0% | +110.1% |
| All | +135.0% | +21.4% | +113.6% | +110.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling