+79.6%
QQQ vs GEN
+31.4%
+48.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.4% |
| 7D | +6.4% | -3.0% | +9.3% | +7.1% |
| 30D | -7.5% | +24.7% | -32.1% | -12.6% |
| 3M | -4.8% | +4.1% | -8.9% | -6.5% |
| 6M | -2.5% | +36.0% | -38.5% | -11.8% |
| YTD | +12.4% | +10.9% | +1.6% | +7.5% |
| 1Y | +11.3% | +12.2% | -0.8% | +5.9% |
| 3Y | +85.0% | +63.3% | +21.7% | +54.0% |
| 5Y | +79.6% | +29.0% | +50.6% | +53.9% |
| All | +79.6% | +31.4% | +48.3% | +53.9% |
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 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