+193.0%
ARM vs GEN
+65.5%
+127.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.7% | +6.7% |
| 7D | -5.3% | -0.3% | -5.0% | -5.4% |
| 30D | -30.0% | +28.2% | -58.2% | -37.5% |
| 3M | -34.1% | +2.6% | -36.7% | -35.8% |
| 6M | -12.6% | +32.7% | -45.3% | -26.6% |
| YTD | +70.4% | +11.3% | +59.2% | +57.8% |
| 1Y | +22.3% | +17.9% | +4.3% | +8.4% |
| 3Y | +261.2% | +66.3% | +194.9% | +147.2% |
| All | +193.0% | +65.5% | +127.4% | +98.6% |
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