+2,895.1%
GE vs GEN
+8,652.2%
-5,757.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.6% |
| 7D | +5.4% | +1.0% | +4.4% | +5.2% |
| 30D | +9.6% | +29.1% | -19.4% | +5.6% |
| 3M | -7.7% | +2.9% | -10.6% | -8.6% |
| 6M | +14.0% | +33.6% | -19.6% | +8.5% |
| YTD | +10.2% | +12.0% | -1.9% | +6.9% |
| 1Y | +8.9% | +16.2% | -7.3% | +5.1% |
| 3Y | +273.7% | +65.1% | +208.6% | +240.5% |
| 5Y | +410.2% | +33.3% | +376.9% | +374.6% |
| 10Y | +157.4% | +149.7% | +7.8% | +112.0% |
| All | +2,895.1% | +8,652.2% | -5,757.1% | +1,196.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling