+58.1%
GEN vs EAT
+612.9%
-554.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.4% | +0.6% | -2.5% |
| 7D | -0.7% | -4.9% | +4.2% | -0.3% |
| 30D | +2.6% | -1.2% | +3.8% | +2.6% |
| 3M | +15.8% | +52.2% | -36.5% | +11.2% |
| 6M | +33.1% | +65.0% | -31.9% | +26.0% |
| YTD | +11.3% | +55.0% | -43.7% | +6.1% |
| 1Y | +1.7% | +42.1% | -40.4% | -2.3% |
| 3Y | +58.1% | +614.7% | -556.6% | +18.3% |
| All | +58.1% | +612.9% | -554.7% | +18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling