+877.5%
EME vs GEN
+152.9%
+724.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -0.9% |
| 7D | +8.4% | +2.0% | +6.3% | +8.0% |
| 30D | -11.5% | +27.7% | -39.2% | -15.3% |
| 3M | -20.6% | +3.3% | -23.9% | -21.7% |
| 6M | -28.5% | +31.8% | -60.3% | -33.0% |
| YTD | +8.0% | +13.5% | -5.5% | +3.6% |
| 1Y | +6.8% | +16.0% | -9.3% | +1.9% |
| 3Y | +213.9% | +70.6% | +143.3% | +174.4% |
| 5Y | +414.8% | +32.1% | +382.7% | +365.3% |
| All | +877.5% | +152.9% | +724.6% | +611.1% |
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