+3,653.2%
FIX vs GEN
+157.3%
+3,495.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.6% | +8.1% | +5.8% |
| 7D | -17.5% | +2.3% | -19.7% | -17.9% |
| 30D | -41.6% | +33.1% | -74.6% | -44.5% |
| 3M | -40.6% | +6.5% | -47.1% | -41.8% |
| 6M | -49.4% | +53.8% | -103.2% | -54.5% |
| YTD | +9.2% | +11.2% | -2.0% | +4.7% |
| 1Y | +6.5% | +19.4% | -12.9% | +0.3% |
| 3Y | +448.7% | +81.0% | +367.7% | +372.9% |
| 5Y | +948.7% | +33.4% | +915.3% | +843.9% |
| All | +3,653.2% | +157.3% | +3,495.9% | +2,517.9% |
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