+112.5%
NET vs GEN
+24.6%
+87.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.2% | -0.8% |
| 7D | -7.0% | -1.2% | -5.8% | -6.3% |
| 30D | -4.8% | +10.1% | -14.9% | -9.4% |
| 3M | +3.8% | +16.1% | -12.3% | -4.3% |
| 6M | +50.0% | +38.9% | +11.2% | +23.4% |
| YTD | +41.5% | +14.4% | +27.0% | +29.8% |
| 1Y | +32.8% | +5.9% | +27.0% | +27.3% |
| 3Y | +335.9% | +58.8% | +277.1% | +214.9% |
| All | +112.5% | +24.6% | +87.8% | +49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling