+140.4%
EFA vs GEN
+157.3%
-16.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.6% | -1.0% |
| 7D | -2.4% | -4.3% | +2.0% | -1.7% |
| 30D | -2.2% | +3.8% | -6.0% | -2.9% |
| 3M | +5.7% | +22.3% | -16.6% | +2.0% |
| 6M | +8.2% | +39.0% | -30.8% | +1.7% |
| YTD | +11.8% | +11.9% | -0.1% | +8.9% |
| 1Y | +18.3% | +4.5% | +13.8% | +16.5% |
| 3Y | +64.9% | +59.0% | +5.9% | +50.3% |
| 5Y | +52.4% | +22.0% | +30.4% | +42.5% |
| All | +140.4% | +157.3% | -16.9% | +91.6% |
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