+368.4%
ALL vs GEN
+151.0%
+217.4%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.8% |
| 7D | -0.1% | +1.0% | -1.2% | -0.3% |
| 30D | +13.8% | +29.1% | -15.3% | +9.0% |
| 3M | -2.8% | +2.9% | -5.7% | -3.6% |
| 6M | +23.7% | +33.6% | -10.0% | +17.2% |
| YTD | +27.3% | +12.0% | +15.2% | +23.7% |
| 1Y | +30.5% | +16.2% | +14.4% | +26.0% |
| 3Y | +113.0% | +65.1% | +47.9% | +92.4% |
| 5Y | +157.6% | +33.3% | +124.3% | +137.3% |
| 10Y | +368.4% | +149.7% | +218.7% | +293.3% |
| All | +368.4% | +151.0% | +217.4% | +293.3% |
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