+813.9%
CTAS vs GEN
+166.9%
+647.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.4% |
| 7D | -0.7% | -0.3% | -0.4% | -0.7% |
| 30D | +10.3% | +28.2% | -17.9% | +4.6% |
| 3M | +10.2% | +2.6% | +7.6% | +8.8% |
| 6M | +34.4% | +32.7% | +1.7% | +25.2% |
| YTD | +19.6% | +11.3% | +8.3% | +15.2% |
| 1Y | +21.8% | +17.9% | +3.8% | +15.8% |
| 3Y | +74.1% | +66.3% | +7.8% | +52.6% |
| 5Y | +114.0% | +31.7% | +82.4% | +93.7% |
| 10Y | +813.9% | +150.0% | +663.9% | +590.1% |
| All | +813.9% | +166.9% | +647.1% | +590.1% |
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