+237.8%
A vs GEN
+150.2%
+87.6%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.7% | +0.1% | -2.0% |
| 7D | -2.1% | -0.7% | -1.4% | -1.9% |
| 30D | +0.6% | +2.6% | -2.0% | -0.1% |
| 3M | +10.9% | +15.8% | -4.9% | +6.8% |
| 6M | +28.2% | +33.1% | -5.0% | +18.5% |
| YTD | +8.6% | +11.3% | -2.7% | +4.7% |
| 1Y | +15.5% | +1.7% | +13.9% | +13.9% |
| 3Y | +31.8% | +58.1% | -26.3% | +15.7% |
| 5Y | -14.9% | +20.6% | -35.5% | -22.1% |
| 10Y | +237.8% | +149.0% | +88.8% | +146.1% |
| All | +237.8% | +150.2% | +87.6% | +146.1% |
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