+54.5%
AR vs GEN
+151.0%
-96.4%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.7% | +3.6% | +4.1% |
| 7D | -5.8% | +1.0% | -6.8% | -6.0% |
| 30D | +4.8% | +29.1% | -24.3% | -1.6% |
| 3M | +1.5% | +2.9% | -1.4% | -0.1% |
| 6M | +4.7% | +33.6% | -28.9% | -3.7% |
| YTD | +9.2% | +12.0% | -2.8% | +4.2% |
| 1Y | +11.2% | +16.2% | -5.0% | +5.1% |
| 3Y | +46.2% | +65.1% | -18.8% | +24.6% |
| 5Y | +98.1% | +33.3% | +64.8% | +73.6% |
| 10Y | +54.5% | +149.7% | -95.1% | +2.0% |
| All | +54.5% | +151.0% | -96.4% | +2.0% |
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