+3,800.0%
FIX vs GEN
+166.9%
+3,633.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | 0.0% | +9.4% | +9.4% |
| 7D | -7.2% | -0.3% | -6.9% | -7.3% |
| 30D | -35.1% | +28.2% | -63.3% | -38.0% |
| 3M | -34.3% | +2.6% | -36.9% | -35.2% |
| 6M | -42.9% | +32.7% | -75.6% | -46.9% |
| YTD | +19.5% | +11.3% | +8.2% | +14.6% |
| 1Y | +16.8% | +17.9% | -1.2% | +10.4% |
| 3Y | +506.7% | +66.3% | +440.4% | +432.5% |
| 5Y | +1,046.7% | +31.7% | +1,015.0% | +935.1% |
| 10Y | +3,800.0% | +150.0% | +3,650.0% | +2,650.1% |
| All | +3,800.0% | +166.9% | +3,633.1% | +2,650.1% |
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