+146.4%
ED vs GEN
+152.9%
-6.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.4% | -1.0% | +1.2% |
| 7D | +2.1% | +2.0% | 0.0% | +1.9% |
| 30D | +10.4% | +27.7% | -17.3% | +8.8% |
| 3M | +12.5% | +3.3% | +9.3% | +12.1% |
| 6M | +14.9% | +31.8% | -16.9% | +12.7% |
| YTD | +24.8% | +13.5% | +11.3% | +23.6% |
| 1Y | +23.8% | +16.0% | +7.8% | +22.4% |
| 3Y | +51.6% | +70.6% | -18.9% | +44.9% |
| 5Y | +86.4% | +32.1% | +54.3% | +80.2% |
| All | +146.4% | +152.9% | -6.5% | +129.8% |
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