+42,387.6%
RMD vs GEN
+2,827.5%
+39,560.1%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.6% | +1.0% | -1.2% |
| 7D | +2.3% | +2.3% | +0.1% | +2.0% |
| 30D | +4.1% | +33.1% | -28.9% | -1.1% |
| 3M | +5.7% | +6.5% | -0.8% | +3.9% |
| 6M | +12.9% | +53.8% | -40.9% | +3.7% |
| YTD | -1.5% | +11.2% | -12.7% | -4.6% |
| 1Y | -4.8% | +19.4% | -24.1% | -8.9% |
| 3Y | +57.5% | +81.0% | -23.5% | +39.1% |
| 5Y | -5.5% | +33.4% | -38.9% | -13.5% |
| 10Y | +357.8% | +164.3% | +193.5% | +256.7% |
| All | +42,387.6% | +2,827.5% | +39,560.1% | +19,954.4% |
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