+29.0%
GEN vs EAT
+355.7%
-326.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -2.9% |
| 7D | -3.0% | -7.1% | +4.1% | -2.2% |
| 30D | +24.7% | -2.3% | +27.0% | +24.8% |
| 3M | +4.1% | -19.6% | +23.8% | +6.3% |
| 6M | +36.0% | +46.0% | -10.0% | +29.0% |
| YTD | +10.9% | +37.7% | -26.8% | +5.2% |
| 1Y | +12.2% | +73.8% | -61.6% | +2.7% |
| 3Y | +63.3% | +482.1% | -418.8% | +22.3% |
| 5Y | +29.0% | +362.5% | -333.4% | -3.1% |
| All | +29.0% | +355.7% | -326.7% | -3.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling