+32.8%
NET vs GEN
+5.4%
+27.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.2% | -1.1% |
| 7D | -7.0% | -1.2% | -5.8% | -6.5% |
| 30D | -4.8% | +10.1% | -14.9% | -7.9% |
| 3M | +3.8% | +16.1% | -12.3% | -1.6% |
| 6M | +50.0% | +38.9% | +11.2% | +37.8% |
| YTD | +41.5% | +14.4% | +27.0% | +39.0% |
| 1Y | +32.8% | +5.9% | +27.0% | +32.4% |
| All | +32.8% | +5.4% | +27.4% | +32.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling