-2.5%
QQQ vs GEN
+33.7%
-36.2%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.4% |
| 7D | +6.4% | -3.0% | +9.3% | +6.3% |
| 30D | -7.5% | +24.7% | -32.1% | -6.9% |
| 3M | -4.8% | +4.1% | -8.9% | -4.2% |
| 6M | -2.5% | +36.0% | -38.5% | -3.3% |
| All | -2.5% | +33.7% | -36.2% | -3.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling