+6,045.6%
IT vs GEN
+3,475.5%
+2,570.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.2% | -2.5% | -4.1% |
| 7D | -6.0% | -1.2% | -4.8% | -5.7% |
| 30D | 0.0% | +10.1% | -10.1% | -2.2% |
| 3M | +13.1% | +16.1% | -3.0% | +9.4% |
| 6M | +11.7% | +38.9% | -27.2% | +3.6% |
| YTD | -26.1% | +14.4% | -40.5% | -28.1% |
| 1Y | -21.3% | +5.9% | -27.1% | -22.0% |
| 3Y | -46.7% | +58.8% | -105.5% | -52.3% |
| 5Y | -40.5% | +24.7% | -65.2% | -44.5% |
| 10Y | +103.9% | +163.1% | -59.2% | +53.4% |
| All | +6,045.6% | +3,475.5% | +2,570.1% | +1,924.1% |
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 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