+11,830.0%
GOOG vs GEN
+262.8%
+11,567.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +2.5% |
| 7D | +4.8% | -3.0% | +7.8% | +5.6% |
| 30D | -15.5% | +24.7% | -40.2% | -21.4% |
| 3M | -13.7% | +4.1% | -17.8% | -16.1% |
| 6M | -23.0% | +36.0% | -59.0% | -30.9% |
| YTD | -5.7% | +10.9% | -16.5% | -11.1% |
| 1Y | +3.0% | +12.2% | -9.1% | -3.3% |
| 3Y | +122.4% | +63.3% | +59.1% | +82.7% |
| 5Y | +99.2% | +29.0% | +70.2% | +72.1% |
| 10Y | +690.8% | +147.5% | +543.3% | +417.6% |
| All | +11,830.0% | +262.8% | +11,567.2% | +4,643.6% |
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