+48.8%
D vs GEN
+147.0%
-98.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.5% |
| 7D | -3.1% | -3.0% | -0.1% | -2.8% |
| 30D | +8.4% | +24.7% | -16.3% | +5.8% |
| 3M | +0.2% | +4.1% | -3.9% | -0.6% |
| 6M | +9.5% | +36.0% | -26.6% | +5.3% |
| YTD | +18.8% | +10.9% | +8.0% | +16.7% |
| 1Y | +14.7% | +12.2% | +2.5% | +12.5% |
| 3Y | +72.9% | +63.3% | +9.6% | +61.5% |
| 5Y | +13.1% | +29.0% | -15.9% | +7.0% |
| All | +48.8% | +147.0% | -98.2% | +33.1% |
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