+455.3%
PL vs GEN
+79.4%
+375.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -2.6% | +13.0% | +11.4% |
| 7D | -6.8% | +2.3% | -9.1% | -7.9% |
| 30D | -29.3% | +33.1% | -62.3% | -37.9% |
| 3M | -44.8% | +6.5% | -51.2% | -47.2% |
| 6M | -68.4% | +53.8% | -122.2% | -76.3% |
| YTD | -36.4% | +11.2% | -47.6% | -41.6% |
| 1Y | +0.7% | +19.4% | -18.7% | -12.4% |
| 3Y | +455.3% | +81.0% | +374.3% | +364.0% |
| All | +455.3% | +79.4% | +375.9% | +364.0% |
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