+53.6%
AA vs GEN
+166.9%
-113.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.7% | +5.8% |
| 7D | +4.8% | -0.3% | +5.1% | +4.9% |
| 30D | -0.6% | +28.2% | -28.8% | -8.1% |
| 3M | -16.3% | +2.6% | -18.9% | -17.9% |
| 6M | -33.4% | +32.7% | -66.1% | -40.2% |
| YTD | -20.7% | +11.3% | -32.0% | -25.4% |
| 1Y | +12.9% | +17.9% | -5.0% | +4.1% |
| 3Y | +75.7% | +66.3% | +9.4% | +44.7% |
| 5Y | -6.8% | +31.7% | -38.5% | -19.4% |
| 10Y | +53.6% | +150.0% | -96.4% | -5.8% |
| All | +53.6% | +166.9% | -113.2% | -5.8% |
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