+43.8%
D vs GEN
+166.9%
-123.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.5% |
| 7D | +0.8% | -0.3% | +1.1% | +0.8% |
| 30D | +10.7% | +28.2% | -17.5% | +7.8% |
| 3M | +2.3% | +2.6% | -0.3% | +1.7% |
| 6M | +12.5% | +32.7% | -20.2% | +8.5% |
| YTD | +20.1% | +11.3% | +8.8% | +17.9% |
| 1Y | +15.6% | +17.9% | -2.4% | +12.6% |
| 3Y | +75.2% | +66.3% | +8.8% | +63.3% |
| 5Y | +14.6% | +31.7% | -17.1% | +8.2% |
| 10Y | +43.8% | +150.0% | -106.3% | +28.5% |
| All | +43.8% | +166.9% | -123.1% | +28.5% |
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