+0.1%
DOW vs GEN
+165.1%
-165.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.9% |
| 7D | +5.2% | +2.0% | +3.2% | +4.7% |
| 30D | +13.2% | +27.7% | -14.5% | +6.5% |
| 3M | +10.1% | +3.3% | +6.8% | +8.3% |
| 6M | -13.1% | +31.8% | -44.9% | -20.1% |
| YTD | +46.1% | +13.5% | +32.6% | +39.0% |
| 1Y | +50.0% | +16.0% | +34.0% | +41.9% |
| 3Y | -20.2% | +70.6% | -90.8% | -32.2% |
| 5Y | -27.7% | +32.1% | -59.8% | -36.3% |
| All | +0.1% | +165.1% | -165.0% | -26.9% |
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