+28.1%
XYZ vs GEN
+18.5%
+9.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.7% |
| 7D | +12.6% | +1.0% | +11.6% | +12.3% |
| 30D | +10.8% | +29.1% | -18.3% | -0.9% |
| 3M | +8.4% | +2.9% | +5.4% | +7.5% |
| 6M | +14.3% | +33.6% | -19.3% | -2.6% |
| YTD | +31.5% | +12.0% | +19.4% | +20.7% |
| 1Y | +28.1% | +16.2% | +12.0% | +16.4% |
| All | +28.1% | +18.5% | +9.7% | +16.4% |
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