+95.4%
GEN vs FND
+61.4%
+34.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.4% | +1.3% | -2.4% |
| 7D | -3.0% | -5.1% | +2.2% | -2.2% |
| 30D | +24.7% | +9.2% | +15.5% | +22.9% |
| 3M | +4.1% | -17.7% | +21.8% | +7.2% |
| 6M | +36.0% | +2.5% | +33.6% | +34.3% |
| YTD | +10.9% | -19.8% | +30.7% | +13.4% |
| 1Y | +12.2% | -22.7% | +34.8% | +15.3% |
| 3Y | +63.3% | -38.3% | +101.6% | +71.0% |
| 5Y | +29.0% | -63.0% | +92.0% | +41.0% |
| All | +95.4% | +61.4% | +34.0% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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