+207.0%
C vs GEN
+152.9%
+54.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.6% |
| 7D | +4.2% | +2.0% | +2.1% | +3.6% |
| 30D | +2.0% | +27.7% | -25.8% | -4.2% |
| 3M | -10.1% | +3.3% | -13.4% | -11.6% |
| 6M | +1.0% | +31.8% | -30.8% | -7.1% |
| YTD | +8.5% | +13.5% | -5.0% | +3.1% |
| 1Y | +25.7% | +16.0% | +9.7% | +18.7% |
| 3Y | +216.0% | +70.6% | +145.4% | +169.9% |
| 5Y | +112.3% | +32.1% | +80.2% | +88.4% |
| All | +207.0% | +152.9% | +54.1% | +119.9% |
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