+706.7%
ETN vs GEN
+159.8%
+546.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.0% | +3.0% | +3.8% |
| 7D | +3.5% | -1.3% | +4.8% | +3.8% |
| 30D | -7.5% | +6.1% | -13.6% | -8.8% |
| 3M | +8.3% | +27.0% | -18.6% | +2.4% |
| 6M | +20.2% | +43.9% | -23.7% | +9.4% |
| YTD | +34.7% | +13.0% | +21.7% | +29.5% |
| 1Y | +19.4% | +4.0% | +15.4% | +17.0% |
| 3Y | +85.5% | +66.2% | +19.3% | +61.3% |
| 5Y | +186.6% | +23.2% | +163.4% | +161.5% |
| All | +706.7% | +159.8% | +546.8% | +494.4% |
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