+2,327.9%
NDAQ vs GEN
+970.7%
+1,357.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.3% |
| 7D | -2.4% | -1.2% | -1.3% | -2.1% |
| 30D | +2.5% | +10.1% | -7.7% | -0.3% |
| 3M | +9.9% | +16.1% | -6.2% | +5.3% |
| 6M | +9.4% | +38.9% | -29.4% | -0.9% |
| YTD | +0.4% | +14.4% | -14.0% | -4.2% |
| 1Y | +4.0% | +5.9% | -1.8% | +1.3% |
| 3Y | +94.4% | +58.8% | +35.6% | +66.5% |
| 5Y | +56.7% | +24.7% | +32.1% | +40.3% |
| 10Y | +375.3% | +163.1% | +212.2% | +217.0% |
| All | +2,327.9% | +970.7% | +1,357.2% | +952.6% |
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