+173.7%
ET vs GEN
+150.6%
+23.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +0.6% | -2.9% | +3.6% | +1.2% |
| 30D | +5.3% | +2.1% | +3.2% | +4.7% |
| 3M | +15.6% | +19.7% | -4.1% | +11.1% |
| 6M | +20.6% | +33.3% | -12.6% | +12.6% |
| YTD | +38.5% | +11.1% | +27.4% | +34.2% |
| 1Y | +35.7% | +3.0% | +32.7% | +33.6% |
| 3Y | +98.4% | +57.9% | +40.5% | +75.8% |
| 5Y | +245.3% | +20.6% | +224.7% | +217.6% |
| 10Y | +173.7% | +153.2% | +20.5% | +98.3% |
| All | +173.7% | +150.6% | +23.2% | +98.3% |
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 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