+215.5%
EME vs GEN
+64.0%
+151.5%
-36.9%
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% | -0.4% |
| 7D | +11.3% | -3.0% | +14.3% | +11.5% |
| 30D | -14.6% | +24.7% | -39.2% | -15.9% |
| 3M | -20.4% | +4.1% | -24.6% | -20.8% |
| 6M | -28.3% | +36.0% | -64.3% | -31.7% |
| YTD | +8.6% | +10.9% | -2.3% | +8.3% |
| 1Y | +3.2% | +12.2% | -8.9% | +2.6% |
| All | +215.5% | +64.0% | +151.5% | +181.2% |
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