+19.4%
SPY vs GEN
+2.7%
+16.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.2% | -0.2% |
| 7D | +0.5% | -0.7% | +1.2% | +0.6% |
| 30D | -0.9% | +2.6% | -3.6% | -1.2% |
| 3M | +3.9% | +15.8% | -11.9% | +2.2% |
| 6M | +14.5% | +33.1% | -18.6% | +10.4% |
| YTD | +12.9% | +11.3% | +1.6% | +12.0% |
| 1Y | +19.4% | +1.7% | +17.7% | +19.5% |
| All | +19.4% | +2.7% | +16.6% | +19.5% |
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