+150.0%
GEN vs COO
+40.7%
+109.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.7% |
| 7D | -0.3% | +4.3% | -4.6% | -1.5% |
| 30D | +28.2% | +17.6% | +10.6% | +22.3% |
| 3M | +2.6% | -13.9% | +16.5% | +6.6% |
| 6M | +32.7% | +6.6% | +26.1% | +28.8% |
| YTD | +11.3% | -22.0% | +33.3% | +18.9% |
| 1Y | +17.9% | -8.8% | +26.7% | +20.0% |
| 3Y | +66.3% | -21.5% | +87.8% | +73.0% |
| 5Y | +31.7% | -41.0% | +72.7% | +47.0% |
| 10Y | +150.0% | +40.9% | +109.1% | +106.7% |
| All | +150.0% | +40.7% | +109.3% | +106.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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