+11.2%
P vs GEN
+17.6%
-6.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | -9.6% | -0.3% | -9.3% | -9.6% |
| 30D | -33.4% | +28.2% | -61.6% | -32.5% |
| 3M | +14.2% | +2.6% | +11.6% | +16.7% |
| 6M | +31.6% | +32.7% | -1.1% | +29.3% |
| YTD | +53.5% | +11.3% | +42.2% | +17.5% |
| All | +11.2% | +17.6% | -6.4% | -2.7% |
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