+149.0%
GEN vs RBA
+182.6%
-33.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.8% | -2.3% |
| 7D | -0.7% | -1.1% | +0.4% | -0.4% |
| 30D | +2.6% | -13.2% | +15.9% | +6.2% |
| 3M | +15.8% | -21.4% | +37.1% | +22.2% |
| 6M | +33.1% | -20.9% | +54.0% | +40.0% |
| YTD | +11.3% | -19.9% | +31.2% | +16.6% |
| 1Y | +1.7% | -28.7% | +30.3% | +9.4% |
| 3Y | +58.1% | +27.4% | +30.7% | +48.5% |
| 5Y | +20.6% | +41.7% | -21.1% | +9.2% |
| 10Y | +149.0% | +189.6% | -40.6% | +88.5% |
| All | +149.0% | +182.6% | -33.6% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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