+47.6%
ON vs GEN
+20.2%
+27.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.0% | -5.8% | -1.5% |
| 7D | -5.8% | +26.9% | -32.7% | -3.6% |
| 30D | -17.1% | +38.6% | -55.7% | -14.5% |
| 3M | -11.8% | +9.7% | -21.6% | -10.6% |
| 6M | -30.2% | +58.9% | -89.1% | -31.1% |
| YTD | +31.6% | +15.3% | +16.2% | +39.7% |
| 1Y | +47.6% | +21.8% | +25.8% | +48.6% |
| All | +47.6% | +20.2% | +27.4% | +48.6% |
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