+124.8%
AA vs GEN
+150.2%
-25.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.7% | +6.3% | +4.4% |
| 7D | +1.7% | -0.7% | +2.3% | +1.8% |
| 30D | +3.3% | +2.6% | +0.7% | +2.2% |
| 3M | -29.4% | +15.8% | -45.2% | -33.0% |
| 6M | -12.8% | +33.1% | -45.9% | -21.6% |
| YTD | -2.1% | +11.3% | -13.4% | -7.0% |
| 1Y | +62.8% | +1.7% | +61.1% | +59.1% |
| 3Y | +90.5% | +58.1% | +32.3% | +60.7% |
| 5Y | +19.1% | +20.6% | -1.6% | +6.4% |
| 10Y | +124.8% | +149.0% | -24.2% | +52.2% |
| All | +124.8% | +150.2% | -25.4% | +52.2% |
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