+251.7%
BAC vs GEN
+166.9%
+84.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +2.0% | -0.3% | +2.3% | +2.1% |
| 30D | -6.9% | +28.2% | -35.1% | -12.2% |
| 3M | -19.6% | +2.6% | -22.2% | -20.7% |
| 6M | -0.5% | +32.7% | -33.1% | -8.1% |
| YTD | -6.6% | +11.3% | -17.9% | -10.6% |
| 1Y | -3.0% | +17.9% | -20.9% | -8.4% |
| 3Y | +97.3% | +66.3% | +31.0% | +70.6% |
| 5Y | +21.9% | +31.7% | -9.8% | +8.8% |
| 10Y | +251.7% | +150.0% | +101.7% | +157.7% |
| All | +251.7% | +166.9% | +84.8% | +157.7% |
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