+22.6%
QQQ vs GEN
+3.4%
+19.2%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.1% |
| 7D | -1.3% | -4.3% | +3.1% | -0.7% |
| 30D | -1.4% | +3.8% | -5.1% | -1.8% |
| 3M | +2.3% | +22.3% | -20.0% | -0.3% |
| 6M | +16.9% | +39.0% | -22.1% | +10.6% |
| YTD | +15.6% | +11.9% | +3.7% | +13.0% |
| 1Y | +22.6% | +4.5% | +18.1% | +20.8% |
| All | +22.6% | +3.4% | +19.2% | +20.8% |
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