+176.6%
P vs GEN
+79.4%
+97.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.2% | +3.9% |
| 7D | -23.8% | +2.3% | -26.1% | -24.1% |
| 30D | -36.6% | +33.1% | -69.7% | -39.6% |
| 3M | +10.9% | +6.5% | +4.4% | +9.4% |
| 6M | +30.0% | +53.8% | -23.8% | +14.4% |
| YTD | +44.4% | +11.2% | +33.2% | +38.9% |
| 1Y | +3.9% | +19.4% | -15.5% | -2.8% |
| 3Y | +176.6% | +81.0% | +95.5% | +137.7% |
| All | +176.6% | +79.4% | +97.2% | +137.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling