+72.2%
SPY vs GEN
+27.3%
+44.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -8.6% |
| 3M | -2.4% | +2.6% | -5.0% | -3.5% |
| 6M | +2.6% | +32.7% | -30.1% | -5.2% |
| YTD | +11.2% | +11.3% | 0.0% | +7.1% |
| 1Y | +13.4% | +17.9% | -4.6% | +7.4% |
| 3Y | +79.9% | +66.3% | +13.6% | +54.0% |
| 5Y | +72.2% | +31.7% | +40.5% | +50.3% |
| All | +72.2% | +27.3% | +44.9% | +50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling