+271.2%
EW vs GEN
+152.9%
+118.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.8% |
| 7D | +4.9% | +2.0% | +2.9% | +4.5% |
| 30D | +23.9% | +27.7% | -3.8% | +18.3% |
| 3M | +15.8% | +3.3% | +12.5% | +14.4% |
| 6M | +31.7% | +31.8% | -0.2% | +24.1% |
| YTD | +25.7% | +13.5% | +12.2% | +21.2% |
| 1Y | +24.4% | +16.0% | +8.4% | +19.4% |
| 3Y | +65.9% | +70.6% | -4.7% | +44.8% |
| 5Y | -7.6% | +32.1% | -39.8% | -16.4% |
| All | +271.2% | +152.9% | +118.3% | +200.8% |
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 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