+149.0%
GEN vs Z
-7.0%
+155.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.4% | +3.7% | -1.8% |
| 7D | -0.7% | -3.3% | +2.6% | -0.2% |
| 30D | +2.6% | -3.7% | +6.4% | +3.2% |
| 3M | +15.8% | -7.0% | +22.8% | +16.8% |
| 6M | +33.1% | -29.5% | +62.6% | +39.2% |
| YTD | +11.3% | -52.6% | +63.9% | +22.7% |
| 1Y | +1.7% | -64.0% | +65.7% | +16.0% |
| 3Y | +58.1% | -36.4% | +94.6% | +64.5% |
| 5Y | +20.6% | -65.8% | +86.4% | +29.5% |
| 10Y | +149.0% | -5.8% | +154.8% | +107.9% |
| All | +149.0% | -7.0% | +155.9% | +107.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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