+147.8%
GE vs GEN
+157.3%
-9.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | -2.8% | -4.3% | +1.5% | -2.0% |
| 30D | -11.9% | +3.8% | -15.7% | -12.6% |
| 3M | +1.8% | +22.3% | -20.4% | -2.2% |
| 6M | -0.6% | +39.0% | -39.6% | -7.3% |
| YTD | +5.5% | +11.9% | -6.4% | +2.4% |
| 1Y | +15.0% | +4.5% | +10.4% | +12.9% |
| 3Y | +269.5% | +59.0% | +210.5% | +231.1% |
| 5Y | +422.4% | +22.0% | +400.5% | +383.7% |
| All | +147.8% | +157.3% | -9.5% | +96.4% |
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