+693.0%
FN vs GEN
+152.9%
+540.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +2.4% | -9.7% | -7.9% |
| 7D | +0.3% | +2.0% | -1.8% | -0.2% |
| 30D | -16.5% | +27.7% | -44.3% | -22.2% |
| 3M | -42.1% | +3.3% | -45.4% | -43.5% |
| 6M | -52.9% | +31.8% | -84.7% | -57.8% |
| YTD | -28.0% | +13.5% | -41.5% | -33.0% |
| 1Y | -18.5% | +16.0% | -34.6% | -24.8% |
| 3Y | +93.9% | +70.6% | +23.3% | +57.7% |
| 5Y | +170.5% | +32.1% | +138.4% | +131.2% |
| All | +693.0% | +152.9% | +540.1% | +391.9% |
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