+35,474.8%
LOW vs GEN
+8,838.9%
+26,636.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.4% | +1.6% |
| 7D | -1.7% | -1.2% | -0.5% | -1.6% |
| 30D | -7.0% | +10.1% | -17.2% | -8.5% |
| 3M | -0.9% | +16.1% | -17.0% | -3.3% |
| 6M | -20.1% | +38.9% | -58.9% | -24.7% |
| YTD | -13.9% | +14.4% | -28.3% | -16.4% |
| 1Y | -21.1% | +5.9% | -27.0% | -22.5% |
| 3Y | -6.6% | +58.8% | -65.4% | -14.6% |
| 5Y | +9.4% | +24.7% | -15.3% | +2.9% |
| 10Y | +220.5% | +163.1% | +57.4% | +159.5% |
| All | +35,474.8% | +8,838.9% | +26,636.0% | +12,544.7% |
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