+2,628.3%
NDAQ vs GEN
+941.0%
+1,687.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -0.1% | -0.3% | +0.2% | 0.0% |
| 30D | +15.9% | +28.2% | -12.3% | +7.8% |
| 3M | +15.1% | +2.6% | +12.5% | +13.1% |
| 6M | +22.9% | +32.7% | -9.8% | +12.2% |
| YTD | +12.8% | +11.3% | +1.6% | +7.5% |
| 1Y | +26.0% | +17.9% | +8.1% | +18.0% |
| 3Y | +119.7% | +66.3% | +53.4% | +84.5% |
| 5Y | +65.4% | +31.7% | +33.7% | +44.7% |
| 10Y | +469.3% | +150.0% | +319.3% | +282.7% |
| All | +2,628.3% | +941.0% | +1,687.3% | +1,081.0% |
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