+24.5%
Q vs GEN
+15.0%
+9.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.4% | -5.9% | -3.3% |
| 7D | +1.2% | +2.0% | -0.9% | +1.4% |
| 30D | -2.7% | +27.7% | -30.4% | -0.6% |
| 3M | -16.9% | +3.3% | -20.2% | -16.4% |
| 6M | -26.9% | +31.8% | -58.7% | -26.6% |
| YTD | +45.2% | +13.5% | +31.7% | +52.8% |
| 1Y | +38.1% | +16.0% | +22.1% | +42.0% |
| All | +24.5% | +15.0% | +9.5% | +28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling