+169.3%
CHRW vs GEN
+150.2%
+19.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +2.1% |
| 7D | +1.9% | -0.7% | +2.6% | +2.0% |
| 30D | +0.9% | +2.6% | -1.7% | +0.5% |
| 3M | -19.9% | +15.8% | -35.7% | -21.8% |
| 6M | -15.8% | +33.1% | -48.9% | -19.8% |
| YTD | -5.6% | +11.3% | -16.9% | -7.7% |
| 1Y | +21.0% | +1.7% | +19.4% | +19.8% |
| 3Y | +86.0% | +58.1% | +27.9% | +70.5% |
| 5Y | +88.6% | +20.6% | +68.0% | +76.6% |
| 10Y | +169.3% | +149.0% | +20.3% | +113.3% |
| All | +169.3% | +150.2% | +19.1% | +113.3% |
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