+151.3%
GEN vs TRU
+144.8%
+6.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -4.3% | -9.4% | +5.0% | -1.3% |
| 30D | +3.8% | -4.1% | +7.9% | +5.1% |
| 3M | +22.3% | +13.6% | +8.7% | +17.3% |
| 6M | +39.0% | +3.6% | +35.4% | +36.8% |
| YTD | +11.9% | -9.8% | +21.7% | +14.5% |
| 1Y | +4.5% | -13.6% | +18.2% | +7.9% |
| 3Y | +59.0% | -2.0% | +60.9% | +52.3% |
| 5Y | +22.0% | -35.8% | +57.8% | +29.7% |
| All | +151.3% | +144.8% | +6.6% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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