+26.7%
Q vs GEN
+16.0%
+10.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +1.6% |
| 7D | +0.2% | -1.2% | +1.4% | +0.2% |
| 30D | -11.1% | +10.1% | -21.3% | -10.7% |
| 3M | -22.1% | +16.1% | -38.2% | -20.6% |
| 6M | +0.5% | +38.9% | -38.4% | -0.2% |
| YTD | +47.8% | +14.4% | +33.4% | +54.7% |
| All | +26.7% | +16.0% | +10.8% | +30.0% |
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