+14.5%
NET vs GEN
+20.2%
-5.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.0% | -6.5% | -3.4% |
| 7D | -16.4% | +26.9% | -43.2% | -21.2% |
| 30D | -25.8% | +38.6% | -64.5% | -32.1% |
| 3M | -11.5% | +9.7% | -21.3% | -12.4% |
| 6M | +18.9% | +58.9% | -40.0% | +7.6% |
| YTD | +35.2% | +15.3% | +19.9% | +32.6% |
| 1Y | +14.5% | +21.8% | -7.3% | +9.2% |
| All | +14.5% | +20.2% | -5.7% | +9.2% |
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