+216.9%
B vs GEN
+147.0%
+69.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -2.8% |
| 7D | -6.2% | -3.0% | -3.2% | -5.9% |
| 30D | -6.6% | +24.7% | -31.3% | -9.1% |
| 3M | -7.9% | +4.1% | -12.0% | -8.6% |
| 6M | -16.8% | +36.0% | -52.8% | -20.3% |
| YTD | -11.7% | +10.9% | -22.5% | -13.5% |
| 1Y | +3.5% | +12.2% | -8.7% | +1.2% |
| 3Y | +165.7% | +63.3% | +102.4% | +147.9% |
| 5Y | +108.4% | +29.0% | +79.4% | +97.2% |
| All | +216.9% | +147.0% | +69.9% | +186.4% |
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