+153.2%
GEN vs BB
+2.1%
+151.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.4% | 0.0% |
| 7D | -2.9% | +1.8% | -4.7% | -3.1% |
| 30D | +2.1% | -12.2% | +14.3% | +3.4% |
| 3M | +19.7% | -12.3% | +32.0% | +20.4% |
| 6M | +33.3% | +122.7% | -89.4% | +19.8% |
| YTD | +11.1% | +104.5% | -93.4% | +0.8% |
| 1Y | +3.0% | +106.7% | -103.7% | -7.0% |
| 3Y | +57.9% | +70.0% | -12.1% | +40.7% |
| 5Y | +20.6% | -27.8% | +48.4% | +14.2% |
| 10Y | +153.2% | +2.4% | +150.9% | +102.4% |
| All | +153.2% | +2.1% | +151.1% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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