+177.4%
GD vs GEN
+166.9%
+10.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.2% | +2.3% |
| 7D | -3.0% | -0.3% | -2.7% | -3.0% |
| 30D | +9.3% | +28.2% | -18.9% | +4.6% |
| 3M | -7.2% | +2.6% | -9.8% | -8.1% |
| 6M | +5.5% | +32.7% | -27.2% | -0.4% |
| YTD | +9.5% | +11.3% | -1.8% | +6.2% |
| 1Y | +6.4% | +17.9% | -11.5% | +2.1% |
| 3Y | +59.8% | +66.3% | -6.5% | +43.0% |
| 5Y | +98.0% | +31.7% | +66.3% | +82.1% |
| 10Y | +177.4% | +150.0% | +27.4% | +115.8% |
| All | +177.4% | +166.9% | +10.5% | +115.8% |
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