+151.2%
GEN vs EAT
+319.3%
-168.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -3.0% |
| 7D | -3.0% | -7.1% | +4.1% | -2.3% |
| 30D | +24.7% | -2.3% | +27.0% | +24.8% |
| 3M | +4.1% | -19.6% | +23.8% | +5.9% |
| 6M | +36.0% | +46.0% | -10.0% | +30.4% |
| YTD | +10.9% | +37.7% | -26.8% | +6.3% |
| 1Y | +12.2% | +73.8% | -61.6% | +4.9% |
| 3Y | +63.3% | +482.1% | -418.8% | +33.8% |
| 5Y | +29.0% | +362.5% | -333.4% | +5.7% |
| All | +151.2% | +319.3% | -168.1% | +121.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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