+41.6%
D vs GEN
+157.3%
-115.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.2% | -1.2% |
| 7D | +3.0% | +2.3% | +0.7% | +2.7% |
| 30D | +11.5% | +33.1% | -21.6% | +8.1% |
| 3M | +3.7% | +6.5% | -2.7% | +2.7% |
| 6M | +13.5% | +53.8% | -40.3% | +7.7% |
| YTD | +20.7% | +11.2% | +9.5% | +18.5% |
| 1Y | +18.2% | +19.4% | -1.2% | +15.1% |
| 3Y | +73.3% | +81.0% | -7.7% | +60.1% |
| 5Y | +12.3% | +33.4% | -21.2% | +5.8% |
| All | +41.6% | +157.3% | -115.7% | +26.4% |
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