+1,425.7%
PBR vs GEN
+1,229.4%
+196.4%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.7% |
| 7D | -1.0% | +2.0% | -3.1% | -1.6% |
| 30D | -29.3% | +27.7% | -57.0% | -34.4% |
| 3M | +5.5% | +3.3% | +2.3% | +3.2% |
| 6M | -2.9% | +31.8% | -34.7% | -12.2% |
| YTD | +61.5% | +13.5% | +48.0% | +50.3% |
| 1Y | +46.9% | +16.0% | +30.8% | +35.7% |
| 3Y | +66.4% | +70.6% | -4.1% | +33.9% |
| 5Y | +460.3% | +32.1% | +428.2% | +369.5% |
| 10Y | +564.6% | +153.4% | +411.2% | +317.1% |
| All | +1,425.7% | +1,229.4% | +196.4% | +501.2% |
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