+12.3%
QQQ vs GEN
+20.2%
-7.9%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.0% | -3.0% | +0.8% |
| 7D | -4.6% | +26.9% | -31.5% | -5.9% |
| 30D | -8.5% | +38.6% | -47.1% | -10.4% |
| 3M | -4.3% | +9.7% | -14.1% | -4.5% |
| 6M | +3.1% | +58.9% | -55.8% | -3.3% |
| YTD | +13.0% | +15.3% | -2.3% | +10.6% |
| 1Y | +12.3% | +21.8% | -9.5% | +8.9% |
| All | +12.3% | +20.2% | -7.9% | +8.9% |
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