+142.2%
CI vs GEN
+166.9%
-24.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +0.1% | -0.3% | +0.4% | +0.2% |
| 30D | +4.7% | +28.2% | -23.5% | 0.0% |
| 3M | +5.2% | +2.6% | +2.6% | +4.2% |
| 6M | +3.8% | +32.7% | -28.9% | -2.3% |
| YTD | +9.2% | +11.3% | -2.0% | +5.8% |
| 1Y | +14.3% | +17.9% | -3.7% | +9.4% |
| 3Y | +8.4% | +66.3% | -57.9% | -4.7% |
| 5Y | +50.0% | +31.7% | +18.4% | +35.8% |
| 10Y | +142.2% | +150.0% | -7.8% | +84.3% |
| All | +142.2% | +166.9% | -24.7% | +84.3% |
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