+314.5%
A vs GEN
+151.3%
+163.3%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.4% |
| 7D | +1.4% | +1.0% | +0.4% | +1.1% |
| 30D | +4.3% | +29.1% | -24.8% | -1.8% |
| 3M | +19.8% | +2.9% | +16.9% | +17.9% |
| 6M | +54.4% | +33.6% | +20.8% | +42.1% |
| YTD | +31.7% | +12.0% | +19.7% | +25.8% |
| 1Y | +22.4% | +16.2% | +6.3% | +15.9% |
| 3Y | +67.7% | +65.1% | +2.6% | +44.8% |
| 5Y | +15.7% | +33.3% | -17.6% | +2.9% |
| All | +314.5% | +151.3% | +163.3% | +197.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling