+60,787.5%
EME vs GEN
+3,887.1%
+56,900.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +2.1% |
| 7D | +1.9% | -1.2% | +3.1% | +2.1% |
| 30D | -8.3% | +10.1% | -18.4% | -10.0% |
| 3M | -10.7% | +16.1% | -26.8% | -13.6% |
| 6M | +1.9% | +38.9% | -37.0% | -5.3% |
| YTD | +23.5% | +14.4% | +9.0% | +18.7% |
| 1Y | +18.0% | +5.9% | +12.1% | +14.9% |
| 3Y | +236.1% | +58.8% | +177.3% | +200.9% |
| 5Y | +527.9% | +24.7% | +503.2% | +479.8% |
| 10Y | +1,252.8% | +163.1% | +1,089.7% | +941.1% |
| All | +60,787.5% | +3,887.1% | +56,900.3% | +36,713.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling