+1,112.1%
PSX vs GEN
+381.1%
+731.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.3% | +0.7% |
| 7D | +4.5% | -1.2% | +5.7% | +4.8% |
| 30D | +26.6% | +10.1% | +16.5% | +23.7% |
| 3M | +39.3% | +16.1% | +23.2% | +34.2% |
| 6M | +56.8% | +38.9% | +18.0% | +44.0% |
| YTD | +101.8% | +14.4% | +87.4% | +93.4% |
| 1Y | +99.6% | +5.9% | +93.7% | +94.7% |
| 3Y | +140.3% | +58.8% | +81.6% | +111.2% |
| 5Y | +339.3% | +24.7% | +314.7% | +298.7% |
| 10Y | +369.9% | +163.1% | +206.8% | +225.1% |
| All | +1,112.1% | +381.1% | +731.0% | +571.4% |
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 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