+64.9%
EFA vs GEN
+64.0%
+1.0%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.2% |
| 7D | +1.3% | -3.0% | +4.2% | +1.7% |
| 30D | +0.5% | +24.7% | -24.2% | -2.9% |
| 3M | -4.1% | +4.1% | -8.3% | -5.0% |
| 6M | +2.4% | +36.0% | -33.6% | -3.8% |
| YTD | +10.0% | +10.9% | -0.8% | +7.8% |
| 1Y | +11.4% | +12.2% | -0.8% | +8.8% |
| All | +64.9% | +64.0% | +1.0% | +44.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling