+219.8%
ARM vs GEN
+70.2%
+149.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +2.1% | +10.0% | +11.3% |
| 7D | +6.0% | -0.8% | +6.8% | +6.4% |
| 30D | -20.3% | +31.2% | -51.5% | -29.4% |
| 3M | -24.4% | +6.1% | -30.5% | -27.3% |
| 6M | -4.4% | +38.1% | -42.5% | -20.9% |
| YTD | +86.0% | +14.4% | +71.6% | +70.6% |
| 1Y | +35.8% | +15.1% | +20.7% | +23.7% |
| 3Y | +289.1% | +68.5% | +220.5% | +166.8% |
| All | +219.8% | +70.2% | +149.6% | +114.7% |
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