+285.6%
FITB vs GEN
+150.6%
+135.1%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -0.4% | -2.9% | +2.5% | +0.4% |
| 30D | -5.1% | +2.1% | -7.2% | -5.8% |
| 3M | +3.5% | +19.7% | -16.2% | -1.8% |
| 6M | +17.2% | +33.3% | -16.1% | +6.9% |
| YTD | +17.6% | +11.1% | +6.5% | +12.7% |
| 1Y | +23.4% | +3.0% | +20.4% | +20.8% |
| 3Y | +129.7% | +57.9% | +71.9% | +97.9% |
| 5Y | +68.4% | +20.6% | +47.8% | +51.8% |
| 10Y | +285.6% | +153.2% | +132.4% | +177.9% |
| All | +285.6% | +150.6% | +135.1% | +177.9% |
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