+154.4%
GEN vs ALLY
+189.4%
-34.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -2.3% |
| 7D | +2.3% | +0.9% | +1.3% | +2.1% |
| 30D | +33.1% | +3.1% | +30.0% | +32.3% |
| 3M | +6.5% | -12.6% | +19.0% | +9.5% |
| 6M | +53.8% | -12.4% | +66.2% | +57.9% |
| YTD | +11.2% | -13.2% | +24.4% | +14.1% |
| 1Y | +19.4% | +1.8% | +17.6% | +18.6% |
| 3Y | +81.0% | +58.0% | +23.1% | +62.8% |
| 5Y | +33.4% | -8.4% | +41.9% | +28.6% |
| All | +154.4% | +189.4% | -34.9% | +104.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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