+5,387.7%
O vs GEN
+4,405.8%
+982.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.5% |
| 7D | -0.7% | -1.2% | +0.4% | -0.6% |
| 30D | -1.9% | +10.1% | -12.0% | -3.0% |
| 3M | +3.8% | +16.1% | -12.2% | +2.0% |
| 6M | -4.7% | +38.9% | -43.6% | -8.7% |
| YTD | +12.5% | +14.4% | -2.0% | +10.0% |
| 1Y | +10.8% | +5.9% | +5.0% | +9.3% |
| 3Y | +28.8% | +58.8% | -30.0% | +20.3% |
| 5Y | +13.2% | +24.7% | -11.5% | +7.7% |
| 10Y | +53.5% | +163.1% | -109.6% | +30.5% |
| All | +5,387.7% | +4,405.8% | +982.0% | +3,811.9% |
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