+977.1%
BE vs GEN
+196.2%
+781.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | +23.9% | -2.9% | +26.8% | +25.0% |
| 30D | +27.8% | +2.1% | +25.8% | +26.5% |
| 3M | +3.7% | +19.7% | -16.0% | -4.1% |
| 6M | +78.0% | +33.3% | +44.7% | +55.6% |
| YTD | +209.9% | +11.1% | +198.8% | +189.4% |
| 1Y | +389.6% | +3.0% | +386.6% | +369.2% |
| 3Y | +1,730.6% | +57.9% | +1,672.7% | +1,342.8% |
| 5Y | +1,227.8% | +20.6% | +1,207.2% | +1,024.2% |
| All | +977.1% | +196.2% | +781.0% | +686.9% |
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