+96.7%
GD vs GEN
+32.4%
+64.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.2% |
| 7D | -3.9% | +8.5% | -12.4% | -5.3% |
| 30D | +8.1% | +34.2% | -26.1% | +2.7% |
| 3M | -6.8% | +10.0% | -16.7% | -8.8% |
| 6M | +3.0% | +56.8% | -53.8% | -5.8% |
| YTD | +7.8% | +14.2% | -6.5% | +4.3% |
| 1Y | +5.8% | +20.8% | -15.0% | +1.2% |
| 3Y | +55.3% | +84.1% | -28.8% | +35.7% |
| 5Y | +96.7% | +37.1% | +59.6% | +83.1% |
| All | +96.7% | +32.4% | +64.3% | +83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling