+238.6%
P vs GEN
+32.5%
+206.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.2% | +4.1% |
| 7D | -23.8% | +2.3% | -26.1% | -24.3% |
| 30D | -36.6% | +33.1% | -69.7% | -41.2% |
| 3M | +10.9% | +6.5% | +4.4% | +7.8% |
| 6M | +30.0% | +53.8% | -23.8% | +11.2% |
| YTD | +44.4% | +11.2% | +33.2% | +36.8% |
| 1Y | +3.9% | +19.4% | -15.5% | -4.5% |
| 3Y | +176.6% | +81.0% | +95.5% | +118.1% |
| All | +238.6% | +32.5% | +206.2% | +190.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling