+2,883.5%
GE vs GEN
+8,838.8%
-5,955.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.4% |
| 7D | -1.6% | -1.2% | -0.4% | -1.4% |
| 30D | -11.6% | +10.1% | -21.7% | -12.9% |
| 3M | +3.0% | +16.1% | -13.1% | +0.6% |
| 6M | -0.5% | +38.9% | -39.4% | -5.7% |
| YTD | +9.7% | +14.4% | -4.7% | +6.7% |
| 1Y | +20.0% | +5.9% | +14.2% | +17.9% |
| 3Y | +275.8% | +58.8% | +217.1% | +245.8% |
| 5Y | +429.1% | +24.7% | +404.4% | +399.0% |
| 10Y | +151.2% | +163.1% | -11.9% | +106.2% |
| All | +2,883.5% | +8,838.8% | -5,955.3% | +1,193.5% |
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