+196.2%
W vs GEN
+250.2%
-54.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.2% | 0.0% |
| 7D | -3.6% | +2.3% | -5.9% | -4.6% |
| 30D | +7.0% | +33.1% | -26.1% | -8.6% |
| 3M | +7.4% | +6.5% | +0.9% | +1.9% |
| 6M | +69.3% | +53.8% | +15.5% | +29.9% |
| YTD | +11.3% | +11.2% | +0.1% | +1.5% |
| 1Y | +13.2% | +19.4% | -6.2% | -0.8% |
| 3Y | +142.0% | +81.0% | +61.0% | +70.2% |
| 5Y | -54.6% | +33.4% | -88.1% | -62.6% |
| 10Y | +243.7% | +164.3% | +79.4% | +91.5% |
| All | +196.2% | +250.2% | -54.0% | +27.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling