+534.7%
QQQ vs GEN
+152.9%
+381.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.6% | -1.8% |
| 7D | +3.6% | +2.0% | +1.6% | +3.1% |
| 30D | -6.7% | +27.7% | -34.5% | -12.6% |
| 3M | -7.0% | +3.3% | -10.3% | -8.7% |
| 6M | -4.7% | +31.8% | -36.5% | -12.6% |
| YTD | +11.1% | +13.5% | -2.5% | +5.2% |
| 1Y | +12.3% | +16.0% | -3.8% | +5.6% |
| 3Y | +83.3% | +70.6% | +12.7% | +53.7% |
| 5Y | +77.5% | +32.1% | +45.4% | +56.3% |
| All | +534.7% | +152.9% | +381.8% | +339.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling