+100.0%
PBR vs GEN
+57.6%
+42.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.6% | +0.5% |
| 7D | +0.3% | -2.9% | +3.2% | +0.5% |
| 30D | +17.5% | +2.1% | +15.5% | +17.4% |
| 3M | +20.9% | +19.7% | +1.2% | +19.6% |
| 6M | +20.2% | +33.3% | -13.0% | +18.3% |
| YTD | +84.3% | +11.1% | +73.2% | +86.0% |
| 1Y | +77.1% | +3.0% | +74.1% | +80.8% |
| All | +100.0% | +57.6% | +42.4% | +108.1% |
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