+2,593.6%
NDAQ vs GEN
+940.7%
+1,652.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +1.0% |
| 7D | +0.8% | +2.3% | -1.4% | +0.2% |
| 30D | +16.5% | +33.1% | -16.5% | +7.4% |
| 3M | +13.5% | +6.5% | +7.0% | +10.4% |
| 6M | +20.9% | +53.8% | -32.9% | +5.7% |
| YTD | +11.4% | +11.2% | +0.2% | +6.1% |
| 1Y | +25.9% | +19.4% | +6.5% | +17.6% |
| 3Y | +119.9% | +81.0% | +38.8% | +80.2% |
| 5Y | +61.7% | +33.4% | +28.3% | +40.9% |
| 10Y | +481.6% | +164.3% | +317.3% | +284.3% |
| All | +2,593.6% | +940.7% | +1,652.9% | +1,066.1% |
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