+18.0%
Q vs GEN
+20.2%
-2.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.0% | -4.1% | +0.2% |
| 7D | -3.3% | +26.9% | -30.1% | -1.3% |
| 30D | -9.7% | +38.6% | -48.3% | -7.3% |
| 3M | -16.1% | +9.7% | -25.9% | -15.3% |
| 6M | -15.7% | +58.9% | -74.6% | -19.4% |
| YTD | +45.7% | +15.3% | +30.4% | +54.9% |
| 1Y | +18.0% | +21.8% | -3.8% | +17.0% |
| All | +18.0% | +20.2% | -2.2% | +17.0% |
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 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