+398.8%
SN vs GEN
+79.4%
+319.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.6% | +5.3% | +3.4% |
| 7D | +7.2% | +2.3% | +4.9% | +6.6% |
| 30D | +20.4% | +33.1% | -12.7% | +11.7% |
| 3M | +23.9% | +6.5% | +17.4% | +21.3% |
| 6M | +93.0% | +53.8% | +39.3% | +67.1% |
| YTD | +99.2% | +11.2% | +88.0% | +92.8% |
| 1Y | +142.6% | +19.4% | +123.2% | +128.3% |
| 3Y | +398.8% | +81.0% | +317.8% | +350.2% |
| All | +398.8% | +79.4% | +319.4% | +350.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling