+72.6%
XYZ vs GEN
+79.4%
-6.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.4% | +3.0% |
| 7D | +12.1% | +2.3% | +9.9% | +11.1% |
| 30D | +12.4% | +33.1% | -20.7% | -3.0% |
| 3M | +8.2% | +6.5% | +1.7% | +3.7% |
| 6M | +20.7% | +53.8% | -33.1% | -7.2% |
| YTD | +31.3% | +11.2% | +20.1% | +21.5% |
| 1Y | +20.5% | +19.4% | +1.1% | +6.9% |
| 3Y | +72.6% | +81.0% | -8.4% | +35.2% |
| All | +72.6% | +79.4% | -6.8% | +35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling