+43.4%
ON vs GEN
+18.5%
+25.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.8% |
| 7D | -4.1% | +1.0% | -5.1% | -4.0% |
| 30D | -10.2% | +29.1% | -39.3% | -8.0% |
| 3M | -12.7% | +2.9% | -15.7% | -12.0% |
| 6M | -32.5% | +33.6% | -66.2% | -32.1% |
| YTD | +28.6% | +12.0% | +16.5% | +36.2% |
| 1Y | +43.4% | +16.2% | +27.2% | +46.3% |
| All | +43.4% | +18.5% | +25.0% | +46.3% |
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