+47.8%
AA vs GEN
+156.5%
-108.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.1% | +0.6% | +2.1% |
| 7D | +1.1% | -0.8% | +2.0% | +1.3% |
| 30D | -1.3% | +31.2% | -32.5% | -9.3% |
| 3M | -23.9% | +6.1% | -30.0% | -26.1% |
| 6M | -36.8% | +38.1% | -74.9% | -43.9% |
| YTD | -22.2% | +14.4% | -36.5% | -27.3% |
| 1Y | +10.4% | +15.1% | -4.8% | +2.8% |
| 3Y | +72.0% | +68.5% | +3.5% | +41.2% |
| 5Y | -15.6% | +35.8% | -51.4% | -27.7% |
| 10Y | +47.8% | +155.4% | -107.6% | -9.7% |
| All | +47.8% | +156.5% | -108.7% | -9.7% |
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