+1,334.3%
ET vs GEN
+404.7%
+929.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.6% |
| 7D | -1.9% | +1.0% | -2.9% | -2.2% |
| 30D | -3.1% | +29.1% | -32.1% | -9.8% |
| 3M | -3.9% | +2.9% | -6.8% | -5.7% |
| 6M | +4.0% | +33.6% | -29.6% | -5.4% |
| YTD | +26.4% | +12.0% | +14.4% | +19.4% |
| 1Y | +24.9% | +16.2% | +8.7% | +16.6% |
| 3Y | +85.2% | +65.1% | +20.1% | +54.4% |
| 5Y | +218.3% | +33.3% | +185.0% | +173.6% |
| 10Y | +172.0% | +149.7% | +22.3% | +79.6% |
| All | +1,334.3% | +404.7% | +929.6% | +583.3% |
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 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