+153.8%
GEN vs BR
+189.7%
-35.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | -1.3% | -3.0% | +1.7% | -0.1% |
| 30D | +6.1% | -0.3% | +6.4% | +6.3% |
| 3M | +27.0% | +17.3% | +9.7% | +19.2% |
| 6M | +43.9% | -6.7% | +50.6% | +47.0% |
| YTD | +13.0% | -23.4% | +36.4% | +24.0% |
| 1Y | +4.0% | -32.7% | +36.7% | +19.8% |
| 3Y | +66.2% | -5.9% | +72.1% | +69.4% |
| 5Y | +23.2% | +8.4% | +14.7% | +17.7% |
| All | +153.8% | +189.7% | -35.9% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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