+157.2%
GEN vs RACE
+729.2%
-572.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +1.0% | +2.0% |
| 7D | +2.0% | -1.2% | +3.2% | +2.4% |
| 30D | +27.7% | +6.1% | +21.6% | +25.5% |
| 3M | +3.3% | -0.3% | +3.5% | +3.4% |
| 6M | +31.8% | +23.4% | +8.4% | +23.3% |
| YTD | +13.5% | +12.5% | +1.0% | +8.6% |
| 1Y | +16.0% | -0.5% | +16.5% | +15.2% |
| 3Y | +70.6% | +23.6% | +47.0% | +53.2% |
| 5Y | +32.1% | +65.4% | -33.3% | +6.2% |
| All | +157.2% | +729.2% | -572.0% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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