+543.0%
XYZ vs GEN
+305.8%
+237.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -3.6% |
| 7D | +9.2% | +8.5% | +0.7% | +5.2% |
| 30D | +9.8% | +34.2% | -24.4% | -5.1% |
| 3M | -0.2% | +10.0% | -10.2% | -6.0% |
| 6M | +18.0% | +56.8% | -38.8% | -7.5% |
| YTD | +29.1% | +14.2% | +14.9% | +18.2% |
| 1Y | +14.1% | +20.8% | -6.7% | +1.5% |
| 3Y | +72.6% | +84.1% | -11.4% | +24.9% |
| 5Y | -64.6% | +37.1% | -101.7% | -70.9% |
| 10Y | +590.0% | +171.5% | +418.5% | +286.5% |
| All | +543.0% | +305.8% | +237.2% | +201.0% |
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