-23.0%
GOOG vs GEN
+33.7%
-56.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +1.5% |
| 7D | +4.8% | -3.0% | +7.8% | +4.7% |
| 30D | -15.5% | +24.7% | -40.2% | -14.9% |
| 3M | -13.7% | +4.1% | -17.8% | -9.8% |
| 6M | -23.0% | +36.0% | -59.0% | -23.4% |
| All | -23.0% | +33.7% | -56.7% | -23.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling