+153.2%
GEN vs EAT
+370.1%
-216.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.1% | +0.1% |
| 7D | -2.9% | -6.8% | +3.9% | -2.3% |
| 30D | +2.1% | -5.4% | +7.4% | +2.4% |
| 3M | +19.7% | +42.8% | -23.0% | +15.5% |
| 6M | +33.3% | +56.5% | -23.2% | +26.7% |
| YTD | +11.1% | +50.0% | -38.9% | +6.0% |
| 1Y | +3.0% | +38.3% | -35.3% | -1.3% |
| 3Y | +57.9% | +591.6% | -533.8% | +27.4% |
| 5Y | +20.6% | +312.6% | -292.0% | -0.3% |
| 10Y | +153.2% | +381.4% | -228.2% | +109.4% |
| All | +153.2% | +370.1% | -216.8% | +109.4% |
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