+6.6%
O vs GEN
+0.6%
+5.9%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -2.3% | -2.9% | +0.6% | -2.3% |
| 30D | -2.4% | +2.1% | -4.5% | -2.4% |
| 3M | -0.6% | +19.7% | -20.3% | -0.2% |
| 6M | -5.0% | +33.3% | -38.3% | -3.6% |
| YTD | +10.4% | +11.1% | -0.7% | +14.4% |
| 1Y | +6.6% | +3.0% | +3.6% | +11.8% |
| All | +6.6% | +0.6% | +5.9% | +11.8% |
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 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