+3,644.4%
FIX vs GEN
+151.0%
+3,493.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | -13.9% | +1.0% | -15.0% | -14.2% |
| 30D | -35.5% | +29.1% | -64.6% | -38.4% |
| 3M | -33.9% | +2.9% | -36.8% | -34.8% |
| 6M | -43.3% | +33.6% | -76.9% | -47.3% |
| YTD | +18.7% | +12.0% | +6.6% | +13.7% |
| 1Y | +13.8% | +16.2% | -2.4% | +8.0% |
| 3Y | +495.0% | +65.1% | +429.9% | +423.3% |
| 5Y | +1,049.0% | +33.3% | +1,015.7% | +935.2% |
| 10Y | +3,644.4% | +149.7% | +3,494.8% | +2,560.2% |
| All | +3,644.4% | +151.0% | +3,493.5% | +2,560.2% |
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