+28.6%
GEN vs LTH
+156.3%
-127.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -1.0% | -2.5% |
| 7D | -0.7% | +1.5% | -2.2% | -0.9% |
| 30D | +2.6% | -3.1% | +5.7% | +3.1% |
| 3M | +15.8% | +28.1% | -12.3% | +11.3% |
| 6M | +33.1% | +67.4% | -34.3% | +21.6% |
| YTD | +11.3% | +59.8% | -48.5% | +2.5% |
| 1Y | +1.7% | +45.6% | -43.9% | -5.1% |
| 3Y | +58.1% | +162.0% | -103.9% | +32.3% |
| All | +28.6% | +156.3% | -127.8% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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