-0.4%
PL vs GEN
+20.2%
-20.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.0% | -10.3% | -6.7% |
| 7D | -11.7% | +26.9% | -38.6% | -14.0% |
| 30D | -27.1% | +38.6% | -65.8% | -29.9% |
| 3M | -44.6% | +9.7% | -54.3% | -45.1% |
| 6M | -67.2% | +58.9% | -126.1% | -72.1% |
| YTD | -35.9% | +15.3% | -51.2% | -41.0% |
| 1Y | -0.4% | +21.8% | -22.2% | -10.3% |
| All | -0.4% | +20.2% | -20.6% | -10.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling