+151.5%
EXC vs GEN
+150.2%
+1.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.5% | +1.0% |
| 7D | +1.2% | -0.7% | +1.9% | +1.3% |
| 30D | -2.7% | +2.6% | -5.4% | -3.1% |
| 3M | -1.0% | +15.8% | -16.7% | -2.7% |
| 6M | -9.3% | +33.1% | -42.4% | -12.5% |
| YTD | +3.6% | +11.3% | -7.7% | +2.0% |
| 1Y | +5.9% | +1.7% | +4.3% | +5.4% |
| 3Y | +21.3% | +58.1% | -36.9% | +12.2% |
| 5Y | +46.2% | +20.6% | +25.5% | +38.5% |
| 10Y | +151.5% | +149.0% | +2.5% | +111.0% |
| All | +151.5% | +150.2% | +1.3% | +111.0% |
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