+238.3%
GEN vs TRU
+238.0%
+0.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.9% | +3.8% | -0.3% |
| 7D | -1.2% | -6.8% | +5.6% | +1.0% |
| 30D | +10.1% | 0.0% | +10.1% | +10.1% |
| 3M | +16.1% | +13.3% | +2.8% | +11.4% |
| 6M | +38.9% | +3.4% | +35.4% | +36.7% |
| YTD | +14.4% | -6.4% | +20.8% | +15.7% |
| 1Y | +5.9% | -9.7% | +15.6% | +7.7% |
| 3Y | +58.8% | +0.1% | +58.6% | +51.1% |
| 5Y | +24.7% | -34.0% | +58.7% | +31.0% |
| 10Y | +163.1% | +147.9% | +15.2% | +88.7% |
| All | +238.3% | +238.0% | +0.4% | +127.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling