+79.9%
SPY vs GEN
+63.2%
+16.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.3% | +2.4% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | -3.3% | +28.2% | -31.5% | -7.6% |
| 3M | -2.4% | +2.6% | -5.0% | -3.0% |
| 6M | +2.6% | +32.7% | -30.1% | -4.0% |
| YTD | +11.2% | +11.3% | 0.0% | +8.5% |
| 1Y | +13.4% | +17.9% | -4.6% | +8.8% |
| 3Y | +79.9% | +66.3% | +13.6% | +60.5% |
| All | +79.9% | +63.2% | +16.7% | +60.5% |
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 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