+291.9%
C vs GEN
+158.5%
+133.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.2% |
| 7D | +3.6% | -1.2% | +4.8% | +3.9% |
| 30D | +0.1% | +10.1% | -10.1% | -2.5% |
| 3M | +2.4% | +16.1% | -13.7% | -1.8% |
| 6M | +24.9% | +38.9% | -13.9% | +13.5% |
| YTD | +19.8% | +14.4% | +5.4% | +14.4% |
| 1Y | +44.9% | +5.9% | +39.0% | +41.1% |
| 3Y | +263.0% | +58.8% | +204.2% | +217.2% |
| 5Y | +129.5% | +24.7% | +104.9% | +107.8% |
| All | +291.9% | +158.5% | +133.4% | +182.2% |
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