+1,632.9%
PBR vs GEN
+1,203.6%
+429.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.7% | +6.3% | +4.3% |
| 7D | +2.5% | -0.7% | +3.2% | +2.6% |
| 30D | +19.4% | +2.6% | +16.7% | +18.3% |
| 3M | +20.8% | +15.8% | +5.0% | +14.9% |
| 6M | +23.5% | +33.1% | -9.7% | +11.5% |
| YTD | +83.4% | +11.3% | +72.1% | +73.7% |
| 1Y | +77.6% | +1.7% | +75.9% | +72.5% |
| 3Y | +99.9% | +58.1% | +41.7% | +65.8% |
| 5Y | +567.7% | +20.6% | +547.1% | +481.5% |
| 10Y | +621.5% | +149.0% | +472.5% | +359.8% |
| All | +1,632.9% | +1,203.6% | +429.3% | +594.6% |
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