+104.0%
ED vs GEN
+150.2%
-46.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.7% | +1.1% |
| 7D | +0.5% | -0.7% | +1.2% | +0.6% |
| 30D | +1.1% | +2.6% | -1.6% | +0.9% |
| 3M | +4.6% | +15.8% | -11.1% | +3.7% |
| 6M | -2.0% | +33.1% | -35.1% | -3.8% |
| YTD | +11.7% | +11.3% | +0.4% | +10.9% |
| 1Y | +15.7% | +1.7% | +14.1% | +15.6% |
| 3Y | +34.4% | +58.1% | -23.8% | +29.2% |
| 5Y | +67.3% | +20.6% | +46.7% | +62.8% |
| 10Y | +104.0% | +149.0% | -45.0% | +87.7% |
| All | +104.0% | +150.2% | -46.2% | +87.7% |
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