+64.2%
AIG vs GEN
+159.8%
-95.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.2% |
| 7D | -1.2% | -1.3% | +0.1% | -0.9% |
| 30D | -1.1% | +6.1% | -7.2% | -2.4% |
| 3M | +0.7% | +27.0% | -26.3% | -4.6% |
| 6M | -2.2% | +43.9% | -46.0% | -10.4% |
| YTD | -10.8% | +13.0% | -23.8% | -14.0% |
| 1Y | -2.0% | +4.0% | -6.0% | -3.8% |
| 3Y | +34.8% | +66.2% | -31.3% | +17.6% |
| 5Y | +55.0% | +23.2% | +31.9% | +41.6% |
| All | +64.2% | +159.8% | -95.7% | +20.2% |
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