+158.9%
SN vs GEN
+20.2%
+138.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +4.0% | +0.1% | +3.5% |
| 7D | +10.6% | +26.9% | -16.2% | +7.1% |
| 30D | +20.0% | +38.6% | -18.6% | +15.2% |
| 3M | +30.4% | +9.7% | +20.6% | +29.0% |
| 6M | +91.0% | +58.9% | +32.1% | +79.4% |
| YTD | +95.9% | +15.3% | +80.6% | +98.6% |
| 1Y | +158.9% | +21.8% | +137.1% | +157.3% |
| All | +158.9% | +20.2% | +138.7% | +157.3% |
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 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