+161.3%
ET vs GEN
+156.5%
+4.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.3% |
| 7D | +1.8% | -0.8% | +2.6% | +1.9% |
| 30D | -3.0% | +31.2% | -34.2% | -8.2% |
| 3M | -4.7% | +6.1% | -10.8% | -6.5% |
| 6M | +2.7% | +38.1% | -35.4% | -4.9% |
| YTD | +26.5% | +14.4% | +12.2% | +21.2% |
| 1Y | +25.0% | +15.1% | +9.8% | +19.5% |
| 3Y | +85.4% | +68.5% | +16.9% | +61.4% |
| 5Y | +215.5% | +35.8% | +179.7% | +181.2% |
| 10Y | +161.3% | +155.4% | +6.0% | +87.4% |
| All | +161.3% | +156.5% | +4.8% | +87.4% |
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