+26.4%
P vs GEN
+5.4%
+21.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.6% | +1.7% |
| 7D | +6.5% | -1.2% | +7.7% | +6.7% |
| 30D | +18.8% | +10.1% | +8.7% | +17.0% |
| 3M | +26.7% | +16.1% | +10.7% | +24.2% |
| 6M | +62.2% | +38.9% | +23.3% | +51.2% |
| YTD | +48.5% | +14.4% | +34.1% | +23.6% |
| 1Y | +26.4% | +5.9% | +20.5% | +9.5% |
| All | +26.4% | +5.4% | +21.0% | +9.5% |
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