-2.1%
BROS vs GEN
+28.7%
-30.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.4% | +4.1% | +5.5% |
| 7D | +6.3% | +2.0% | +4.3% | +5.4% |
| 30D | -8.3% | +27.7% | -36.1% | -17.9% |
| 3M | -29.8% | +3.3% | -33.0% | -31.5% |
| 6M | -25.8% | +31.8% | -57.6% | -36.1% |
| YTD | -41.4% | +13.5% | -54.9% | -46.0% |
| 1Y | -35.2% | +16.0% | -51.2% | -40.9% |
| 3Y | +32.8% | +70.6% | -37.8% | -1.1% |
| 5Y | -42.2% | +32.1% | -74.3% | -54.1% |
| All | -2.1% | +28.7% | -30.8% | -23.9% |
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