+1,570.9%
QQQ vs GEN
+3,858.6%
-2,287.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.9% |
| 7D | +0.4% | -1.2% | +1.5% | +0.7% |
| 30D | +0.2% | +10.1% | -9.9% | -3.0% |
| 3M | -2.8% | +16.1% | -18.9% | -7.9% |
| 6M | +18.0% | +38.9% | -20.9% | +4.7% |
| YTD | +17.3% | +14.4% | +2.9% | +10.4% |
| 1Y | +25.6% | +5.9% | +19.7% | +20.9% |
| 3Y | +93.7% | +58.8% | +34.9% | +60.4% |
| 5Y | +94.2% | +24.7% | +69.5% | +70.1% |
| 10Y | +557.9% | +163.1% | +394.8% | +313.7% |
| All | +1,570.9% | +3,858.6% | -2,287.7% | +322.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling