+208.6%
B vs GEN
+151.0%
+57.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.7% | -6.8% | -6.2% |
| 7D | +7.1% | +1.0% | +6.1% | +7.0% |
| 30D | -3.3% | +29.1% | -32.4% | -6.3% |
| 3M | -2.5% | +2.9% | -5.4% | -3.2% |
| 6M | -7.2% | +33.6% | -40.8% | -10.9% |
| YTD | -7.4% | +12.0% | -19.4% | -9.4% |
| 1Y | +16.4% | +16.2% | +0.3% | +13.4% |
| 3Y | +178.7% | +65.1% | +113.6% | +159.6% |
| 5Y | +121.7% | +33.3% | +88.4% | +109.0% |
| 10Y | +208.6% | +149.7% | +59.0% | +173.0% |
| All | +208.6% | +151.0% | +57.6% | +173.0% |
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