+20.7%
XYZ vs GEN
+20.2%
+0.6%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +4.0% | +11.3% | +13.6% |
| 7D | +16.5% | +26.9% | -10.3% | +5.1% |
| 30D | +15.0% | +38.6% | -23.7% | -0.4% |
| 3M | +3.5% | +9.7% | -6.2% | -0.6% |
| 6M | +21.9% | +58.9% | -37.0% | -6.5% |
| YTD | +34.6% | +15.3% | +19.3% | +21.3% |
| 1Y | +20.7% | +21.8% | -1.1% | +6.9% |
| All | +20.7% | +20.2% | +0.6% | +6.9% |
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