+137.1%
PSX vs GEN
+61.9%
+75.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.3% | +0.6% |
| 7D | +4.5% | -1.2% | +5.7% | +4.7% |
| 30D | +26.6% | +10.1% | +16.5% | +24.1% |
| 3M | +39.3% | +16.1% | +23.2% | +34.7% |
| 6M | +56.8% | +38.9% | +18.0% | +45.4% |
| YTD | +101.8% | +14.4% | +87.4% | +96.7% |
| 1Y | +99.6% | +5.9% | +93.7% | +98.7% |
| All | +137.1% | +61.9% | +75.3% | +131.4% |
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