+485.4%
P vs GEN
+298.6%
+186.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.6% | +2.1% |
| 7D | +6.5% | -1.2% | +7.7% | +6.9% |
| 30D | +18.8% | +10.1% | +8.7% | +14.8% |
| 3M | +26.7% | +16.1% | +10.7% | +19.7% |
| 6M | +62.2% | +38.9% | +23.3% | +43.4% |
| YTD | +48.5% | +14.4% | +34.1% | +39.9% |
| 1Y | +26.4% | +5.9% | +20.5% | +21.4% |
| 3Y | +159.4% | +58.8% | +100.6% | +113.9% |
| 5Y | +275.8% | +24.7% | +251.1% | +228.5% |
| 10Y | +732.0% | +163.1% | +569.0% | +407.7% |
| All | +485.4% | +298.6% | +186.7% | +198.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling