+6.8%
EME vs GEN
+14.8%
-8.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -0.1% |
| 7D | +8.4% | +2.0% | +6.3% | +8.7% |
| 30D | -11.5% | +27.7% | -39.2% | -8.0% |
| 3M | -20.6% | +3.3% | -23.9% | -20.6% |
| 6M | -28.5% | +31.8% | -60.3% | -25.3% |
| YTD | +8.0% | +13.5% | -5.5% | +6.9% |
| 1Y | +6.8% | +16.0% | -9.3% | +5.3% |
| All | +6.8% | +14.8% | -8.1% | +5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling