+158.6%
GE vs GEN
+156.5%
+2.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.7% | +1.1% |
| 7D | +4.0% | -0.8% | +4.8% | +4.2% |
| 30D | +11.1% | +31.2% | -20.2% | +5.7% |
| 3M | -6.7% | +6.1% | -12.8% | -8.3% |
| 6M | +14.3% | +38.1% | -23.9% | +6.6% |
| YTD | +11.7% | +14.4% | -2.7% | +7.4% |
| 1Y | +10.9% | +15.1% | -4.2% | +6.4% |
| 3Y | +279.0% | +68.5% | +210.5% | +234.5% |
| 5Y | +427.0% | +35.8% | +391.2% | +376.6% |
| 10Y | +158.6% | +155.4% | +3.2% | +109.1% |
| All | +158.6% | +156.5% | +2.0% | +109.1% |
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 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