+20.1%
W vs GEN
+5.4%
+14.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.7% | +3.4% |
| 7D | -4.2% | -1.2% | -3.0% | -3.7% |
| 30D | -7.6% | +10.1% | -17.7% | -11.3% |
| 3M | +37.2% | +16.1% | +21.1% | +28.7% |
| 6M | +26.3% | +38.9% | -12.5% | +11.1% |
| YTD | -1.0% | +14.4% | -15.4% | -6.1% |
| 1Y | +20.1% | +5.9% | +14.2% | +17.4% |
| All | +20.1% | +5.4% | +14.6% | +17.4% |
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