+161.4%
GEN vs DOC
+14.9%
+146.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +8.5% | +6.2% | +2.3% | +7.2% |
| 30D | +34.2% | +6.5% | +27.7% | +32.5% |
| 3M | +10.0% | -6.2% | +16.2% | +11.4% |
| 6M | +56.8% | +25.6% | +31.2% | +49.0% |
| YTD | +14.2% | +32.1% | -17.8% | +7.4% |
| 1Y | +20.8% | +20.3% | +0.5% | +15.7% |
| 3Y | +84.1% | +42.7% | +41.3% | +69.8% |
| 5Y | +37.1% | -22.2% | +59.2% | +37.7% |
| All | +161.4% | +14.9% | +146.4% | +152.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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