+13,444.1%
GOOG vs GEN
+274.5%
+13,169.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.1% | -0.4% |
| 7D | -2.1% | -1.2% | -1.0% | -1.8% |
| 30D | -6.8% | +10.1% | -17.0% | -9.5% |
| 3M | -9.1% | +16.1% | -25.2% | -13.1% |
| 6M | +10.7% | +38.9% | -28.1% | -0.2% |
| YTD | +7.1% | +14.4% | -7.4% | +1.6% |
| 1Y | +44.6% | +5.9% | +38.8% | +40.1% |
| 3Y | +147.4% | +58.8% | +88.6% | +107.9% |
| 5Y | +133.8% | +24.7% | +109.1% | +107.0% |
| 10Y | +777.5% | +163.1% | +614.4% | +471.6% |
| All | +13,444.1% | +274.5% | +13,169.6% | +5,319.2% |
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