-35.6%
BAX vs GEN
+151.0%
-186.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | +3.6% | +1.0% | +2.6% | +3.5% |
| 30D | +8.5% | +29.1% | -20.6% | +2.8% |
| 3M | -4.9% | +2.9% | -7.8% | -6.1% |
| 6M | +47.0% | +33.6% | +13.4% | +37.2% |
| YTD | +38.4% | +12.0% | +26.4% | +33.4% |
| 1Y | +49.1% | +16.2% | +33.0% | +42.7% |
| 3Y | -14.9% | +65.1% | -79.9% | -23.8% |
| 5Y | -63.1% | +33.3% | -96.4% | -66.3% |
| 10Y | -35.6% | +149.7% | -185.3% | -50.0% |
| All | -35.6% | +151.0% | -186.6% | -50.0% |
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