+39,729.4%
LOW vs GEN
+8,558.9%
+31,170.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.3% |
| 7D | +0.1% | -3.0% | +3.1% | +0.6% |
| 30D | +21.3% | +24.7% | -3.4% | +17.0% |
| 3M | +6.0% | +4.1% | +1.9% | +4.8% |
| 6M | +2.6% | +36.0% | -33.4% | -3.0% |
| YTD | -3.6% | +10.9% | -14.5% | -6.3% |
| 1Y | -1.0% | +12.2% | -13.1% | -3.9% |
| 3Y | +24.2% | +63.3% | -39.1% | +12.8% |
| 5Y | +6.3% | +29.0% | -22.7% | -0.8% |
| 10Y | +294.1% | +147.5% | +146.6% | +221.2% |
| All | +39,729.4% | +8,558.9% | +31,170.5% | +14,076.6% |
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