+149.7%
GEN vs RBA
+225.5%
-75.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | +1.0% | +3.2% | -2.2% | +0.2% |
| 30D | +29.1% | +12.0% | +17.1% | +25.5% |
| 3M | +2.9% | +2.9% | 0.0% | +2.1% |
| 6M | +33.6% | -6.3% | +39.9% | +35.0% |
| YTD | +12.0% | -5.9% | +17.9% | +12.8% |
| 1Y | +16.2% | -3.9% | +20.0% | +16.3% |
| 3Y | +65.1% | +64.9% | +0.2% | +46.2% |
| 5Y | +33.3% | +48.5% | -15.2% | +18.7% |
| 10Y | +149.7% | +211.8% | -62.1% | +83.3% |
| All | +149.7% | +225.5% | -75.8% | +83.3% |
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