+9.5%
S vs GEN
+5.4%
+4.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +2.1% |
| 7D | -7.7% | -1.2% | -6.5% | -6.9% |
| 30D | -5.3% | +10.1% | -15.5% | -12.1% |
| 3M | +20.3% | +16.1% | +4.2% | +7.2% |
| 6M | +47.4% | +38.9% | +8.5% | +14.1% |
| YTD | +32.5% | +14.4% | +18.1% | +20.1% |
| 1Y | +9.5% | +5.9% | +3.7% | +4.6% |
| All | +9.5% | +5.4% | +4.1% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling