+239.8%
EW vs GEN
+166.9%
+72.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +12.3% | -0.3% | +12.6% | +12.3% |
| 30D | +22.9% | +28.2% | -5.3% | +17.2% |
| 3M | +16.7% | +2.6% | +14.1% | +15.4% |
| 6M | +31.0% | +32.7% | -1.7% | +23.2% |
| YTD | +22.8% | +11.3% | +11.6% | +18.8% |
| 1Y | +25.6% | +17.9% | +7.6% | +20.1% |
| 3Y | +62.0% | +66.3% | -4.4% | +42.0% |
| 5Y | -12.8% | +31.7% | -44.5% | -21.0% |
| 10Y | +239.8% | +150.0% | +89.8% | +168.1% |
| All | +239.8% | +166.9% | +72.9% | +168.1% |
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