+153.8%
GEN vs BRKR
+155.3%
-1.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -1.3% | -8.7% | +7.4% | +0.4% |
| 30D | +6.1% | -9.9% | +16.0% | +8.1% |
| 3M | +27.0% | -3.1% | +30.0% | +25.9% |
| 6M | +43.9% | +45.5% | -1.6% | +29.5% |
| YTD | +13.0% | +13.7% | -0.7% | +6.8% |
| 1Y | +4.0% | +67.4% | -63.4% | -10.2% |
| 3Y | +66.2% | -13.2% | +79.4% | +59.1% |
| 5Y | +23.2% | -39.5% | +62.6% | +26.2% |
| All | +153.8% | +155.3% | -1.6% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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