+2,446.1%
ED vs GEN
+8,591.0%
-6,144.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | -0.1% | -0.3% | +0.2% | -0.1% |
| 30D | +11.6% | +28.2% | -16.6% | +10.4% |
| 3M | +10.5% | +2.6% | +7.9% | +10.3% |
| 6M | +13.2% | +32.7% | -19.5% | +11.6% |
| YTD | +22.1% | +11.3% | +10.9% | +21.1% |
| 1Y | +24.2% | +17.9% | +6.2% | +22.8% |
| 3Y | +46.9% | +66.3% | -19.4% | +42.8% |
| 5Y | +80.8% | +31.7% | +49.1% | +76.8% |
| 10Y | +134.3% | +150.0% | -15.8% | +120.9% |
| All | +2,446.1% | +8,591.0% | -6,144.9% | +1,713.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling