+38.1%
O vs GEN
+79.4%
-41.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.9% | -0.5% |
| 7D | +3.7% | +2.3% | +1.4% | +3.5% |
| 30D | +11.2% | +33.1% | -21.9% | +8.4% |
| 3M | -4.0% | +6.5% | -10.5% | -4.8% |
| 6M | -5.2% | +53.8% | -59.0% | -9.5% |
| YTD | +9.5% | +11.2% | -1.7% | +9.1% |
| 1Y | +10.6% | +19.4% | -8.8% | +8.9% |
| 3Y | +38.1% | +81.0% | -42.9% | +22.4% |
| All | +38.1% | +79.4% | -41.3% | +22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling