+6,262.5%
IT vs GEN
+3,473.8%
+2,788.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.1% | +0.1% | +1.7% |
| 7D | -6.8% | -0.8% | -6.0% | -6.6% |
| 30D | -0.6% | +31.2% | -31.8% | -6.8% |
| 3M | +3.1% | +6.1% | -3.0% | +1.2% |
| 6M | +25.5% | +38.1% | -12.6% | +16.2% |
| YTD | -23.5% | +14.4% | -37.9% | -25.9% |
| 1Y | -16.6% | +15.1% | -31.8% | -19.4% |
| 3Y | -53.1% | +68.5% | -121.6% | -58.7% |
| 5Y | -41.4% | +35.8% | -77.2% | -46.6% |
| 10Y | +90.9% | +155.4% | -64.4% | +44.0% |
| All | +6,262.5% | +3,473.8% | +2,788.7% | +1,986.0% |
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