+743.6%
FN vs GEN
+157.3%
+586.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.6% | +14.3% | +12.3% |
| 7D | 0.0% | +2.3% | -2.3% | -0.8% |
| 30D | -34.3% | +33.1% | -67.4% | -39.5% |
| 3M | -39.9% | +6.5% | -46.3% | -41.9% |
| 6M | -51.8% | +53.8% | -105.6% | -59.1% |
| YTD | -28.1% | +11.2% | -39.4% | -32.8% |
| 1Y | -29.1% | +19.4% | -48.5% | -35.3% |
| 3Y | +102.4% | +81.0% | +21.4% | +61.6% |
| 5Y | +171.7% | +33.4% | +138.2% | +131.1% |
| All | +743.6% | +157.3% | +586.3% | +429.0% |
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