+214.8%
B vs GEN
+152.9%
+61.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -0.9% |
| 7D | -7.3% | +2.0% | -9.4% | -7.5% |
| 30D | -3.3% | +27.7% | -31.1% | -6.2% |
| 3M | -7.8% | +3.3% | -11.0% | -8.4% |
| 6M | -15.5% | +31.8% | -47.4% | -18.7% |
| YTD | -12.3% | +13.5% | -25.8% | -14.3% |
| 1Y | +5.4% | +16.0% | -10.7% | +2.6% |
| 3Y | +165.5% | +70.6% | +95.0% | +146.6% |
| 5Y | +107.0% | +32.1% | +74.9% | +95.4% |
| All | +214.8% | +152.9% | +61.9% | +183.8% |
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