+9.7%
O vs GEN
+14.8%
-5.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -0.8% |
| 7D | -0.4% | +2.0% | -2.4% | -0.4% |
| 30D | +7.1% | +27.7% | -20.6% | +6.8% |
| 3M | -5.2% | +3.3% | -8.5% | -5.7% |
| 6M | -1.8% | +31.8% | -33.6% | -1.1% |
| YTD | +9.1% | +13.5% | -4.4% | +11.2% |
| 1Y | +9.7% | +16.0% | -6.4% | +11.4% |
| All | +9.7% | +14.8% | -5.2% | +11.4% |
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