+151.3%
GEN vs RUN
+43.4%
+108.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +0.9% |
| 7D | -4.3% | -3.4% | -1.0% | -4.1% |
| 30D | +3.8% | -14.0% | +17.7% | +4.9% |
| 3M | +22.3% | -27.5% | +49.7% | +24.9% |
| 6M | +39.0% | -29.0% | +67.9% | +41.5% |
| YTD | +11.9% | -53.1% | +65.0% | +16.8% |
| 1Y | +4.5% | -46.7% | +51.2% | +7.2% |
| 3Y | +59.0% | -38.3% | +97.3% | +46.0% |
| 5Y | +22.0% | -80.7% | +102.7% | +18.4% |
| All | +151.3% | +43.4% | +108.0% | +73.9% |
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