+672.3%
AU vs GEN
+159.8%
+512.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.4% |
| 7D | -4.3% | -1.3% | -3.0% | -4.1% |
| 30D | +7.3% | +6.1% | +1.2% | +6.6% |
| 3M | +26.3% | +27.0% | -0.6% | +23.1% |
| 6M | +1.8% | +43.9% | -42.1% | -2.3% |
| YTD | +26.8% | +13.0% | +13.8% | +24.5% |
| 1Y | +66.7% | +4.0% | +62.7% | +64.9% |
| 3Y | +579.1% | +66.2% | +512.9% | +541.3% |
| 5Y | +689.3% | +23.2% | +666.2% | +653.6% |
| All | +672.3% | +159.8% | +512.4% | +644.1% |
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