+366.8%
CSCO vs GEN
+150.2%
+216.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | +0.6% |
| 7D | -0.5% | -0.7% | +0.2% | -0.4% |
| 30D | -10.1% | +2.6% | -12.7% | -10.8% |
| 3M | -11.7% | +15.8% | -27.5% | -15.1% |
| 6M | +40.1% | +33.1% | +7.0% | +29.5% |
| YTD | +43.8% | +11.3% | +32.5% | +38.6% |
| 1Y | +66.6% | +1.7% | +65.0% | +63.9% |
| 3Y | +108.5% | +58.1% | +50.4% | +82.3% |
| 5Y | +114.0% | +20.6% | +93.3% | +95.9% |
| 10Y | +366.8% | +149.0% | +217.8% | +233.0% |
| All | +366.8% | +150.2% | +216.6% | +233.0% |
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 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