+163.1%
ET vs GEN
+152.9%
+10.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -0.6% |
| 7D | +2.5% | +2.0% | +0.5% | +2.1% |
| 30D | -2.5% | +27.7% | -30.2% | -7.3% |
| 3M | -4.9% | +3.3% | -8.1% | -6.1% |
| 6M | -0.1% | +31.8% | -31.9% | -6.6% |
| YTD | +26.2% | +13.5% | +12.7% | +21.1% |
| 1Y | +25.2% | +16.0% | +9.1% | +19.4% |
| 3Y | +84.2% | +70.6% | +13.6% | +59.9% |
| 5Y | +216.1% | +32.1% | +183.9% | +183.4% |
| All | +163.1% | +152.9% | +10.2% | +88.2% |
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 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