+550.5%
EME vs GEN
+21.4%
+529.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.9% |
| 7D | +0.9% | -4.4% | +5.3% | +1.6% |
| 30D | -8.4% | +3.7% | -12.1% | -9.1% |
| 3M | -3.6% | +22.2% | -25.9% | -7.4% |
| 6M | +3.6% | +38.9% | -35.4% | -3.9% |
| YTD | +22.5% | +11.9% | +10.6% | +19.5% |
| 1Y | +18.2% | +4.5% | +13.7% | +17.2% |
| 3Y | +238.4% | +59.0% | +179.4% | +200.1% |
| 5Y | +550.5% | +22.0% | +528.6% | +520.6% |
| All | +550.5% | +21.4% | +529.1% | +520.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling