+2,874.1%
GE vs GEN
+8,591.0%
-5,716.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +6.3% | -0.3% | +6.6% | +6.3% |
| 30D | +8.9% | +28.2% | -19.3% | +4.9% |
| 3M | -9.2% | +2.6% | -11.8% | -10.1% |
| 6M | +13.2% | +32.7% | -19.4% | +7.8% |
| YTD | +9.4% | +11.3% | -1.9% | +6.3% |
| 1Y | +9.8% | +17.9% | -8.2% | +5.7% |
| 3Y | +278.2% | +66.3% | +211.9% | +244.3% |
| 5Y | +396.0% | +31.7% | +364.3% | +362.2% |
| 10Y | +162.4% | +150.0% | +12.3% | +116.0% |
| All | +2,874.1% | +8,591.0% | -5,716.9% | +1,188.4% |
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 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