+1,458.7%
ET vs GEN
+415.4%
+1,043.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.9% |
| 7D | +0.9% | -1.2% | +2.1% | +1.2% |
| 30D | +7.5% | +10.1% | -2.7% | +4.6% |
| 3M | +11.4% | +16.1% | -4.7% | +6.6% |
| 6M | +18.5% | +38.9% | -20.3% | +7.0% |
| YTD | +37.4% | +14.4% | +22.9% | +30.3% |
| 1Y | +30.9% | +5.9% | +25.1% | +26.7% |
| 3Y | +98.7% | +58.8% | +39.9% | +68.9% |
| 5Y | +230.7% | +24.7% | +206.0% | +192.7% |
| 10Y | +175.6% | +163.1% | +12.5% | +80.7% |
| All | +1,458.7% | +415.4% | +1,043.3% | +645.8% |
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