+33.9%
FROG vs GEN
+58.4%
-24.6%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | +0.3% |
| 7D | -5.5% | -0.7% | -4.8% | -5.2% |
| 30D | -3.1% | +2.6% | -5.8% | -4.2% |
| 3M | +1.2% | +15.8% | -14.5% | -5.3% |
| 6M | +113.7% | +33.1% | +80.5% | +88.0% |
| YTD | +38.9% | +11.3% | +27.6% | +30.6% |
| 1Y | +72.0% | +1.7% | +70.3% | +67.0% |
| 3Y | +217.1% | +58.1% | +159.0% | +162.9% |
| 5Y | +130.6% | +20.6% | +110.0% | +100.9% |
| All | +33.9% | +58.4% | -24.6% | +3.0% |
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