+157.2%
GEN vs RUN
+68.6%
+88.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +2.3% |
| 7D | +2.0% | -13.5% | +15.6% | +3.2% |
| 30D | +27.7% | +18.3% | +9.4% | +25.7% |
| 3M | +3.3% | -12.5% | +15.7% | +4.0% |
| 6M | +31.8% | -40.3% | +72.1% | +36.3% |
| YTD | +13.5% | -53.1% | +66.6% | +18.2% |
| 1Y | +16.0% | -54.3% | +70.3% | +20.9% |
| 3Y | +70.6% | -6.5% | +77.1% | +50.5% |
| 5Y | +32.1% | -85.3% | +117.4% | +31.9% |
| All | +157.2% | +68.6% | +88.7% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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