+54.2%
AR vs GEN
+147.0%
-92.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.1% | +4.4% | +2.0% |
| 7D | +6.4% | -3.0% | +9.4% | +7.1% |
| 30D | +3.1% | +24.7% | -21.6% | -2.4% |
| 3M | +3.3% | +4.1% | -0.8% | +1.3% |
| 6M | +6.6% | +36.0% | -29.5% | -2.5% |
| YTD | +12.3% | +10.9% | +1.5% | +7.4% |
| 1Y | +12.3% | +12.2% | +0.2% | +7.0% |
| 3Y | +50.4% | +63.3% | -12.9% | +28.4% |
| 5Y | +101.0% | +29.0% | +71.9% | +77.5% |
| All | +54.2% | +147.0% | -92.8% | 0.0% |
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