+94.5%
QQQ vs GEN
+20.0%
+74.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +1.0% | -2.9% | +3.9% | +1.8% |
| 30D | -0.6% | +2.1% | -2.7% | -1.3% |
| 3M | +1.3% | +19.7% | -18.4% | -4.1% |
| 6M | +18.1% | +33.3% | -15.1% | +7.6% |
| YTD | +16.9% | +11.1% | +5.8% | +12.3% |
| 1Y | +24.0% | +3.0% | +21.0% | +21.8% |
| 3Y | +95.6% | +57.9% | +37.7% | +65.5% |
| 5Y | +94.5% | +20.6% | +73.9% | +73.8% |
| All | +94.5% | +20.0% | +74.5% | +73.8% |
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 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