+14,227.5%
COST vs GEN
+8,765.9%
+5,461.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +1.0% |
| 7D | +5.0% | +2.0% | +2.9% | +4.7% |
| 30D | +12.8% | +27.7% | -14.9% | +9.1% |
| 3M | +15.2% | +3.3% | +11.9% | +14.1% |
| 6M | +7.4% | +31.8% | -24.4% | +2.8% |
| YTD | +29.0% | +13.5% | +15.5% | +25.4% |
| 1Y | +20.3% | +16.0% | +4.2% | +16.5% |
| 3Y | +99.0% | +70.6% | +28.4% | +81.8% |
| 5Y | +125.7% | +32.1% | +93.6% | +111.2% |
| 10Y | +775.3% | +153.4% | +621.9% | +628.2% |
| All | +14,227.5% | +8,765.9% | +5,461.6% | +5,462.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling