+1,602.9%
NET vs GEN
+148.0%
+1,455.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -1.9% |
| 7D | +9.9% | -1.3% | +11.2% | +10.5% |
| 30D | -1.6% | +6.1% | -7.7% | -4.2% |
| 3M | +34.8% | +27.0% | +7.8% | +20.7% |
| 6M | +43.9% | +43.9% | 0.0% | +20.0% |
| YTD | +55.5% | +13.0% | +42.5% | +45.0% |
| 1Y | +36.5% | +4.0% | +32.4% | +32.1% |
| 3Y | +368.3% | +66.2% | +302.1% | +257.3% |
| 5Y | +140.5% | +23.2% | +117.3% | +100.0% |
| All | +1,602.9% | +148.0% | +1,455.0% | +1,123.0% |
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