+606.9%
GEV vs GEN
+42.5%
+564.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.0% |
| 7D | -1.9% | -4.3% | +2.4% | -1.2% |
| 30D | -8.7% | +3.8% | -12.5% | -9.4% |
| 3M | +6.6% | +22.3% | -15.7% | +1.9% |
| 6M | +10.2% | +39.0% | -28.7% | +1.0% |
| YTD | +41.6% | +11.9% | +29.7% | +41.0% |
| 1Y | +43.9% | +4.5% | +39.4% | +48.1% |
| All | +606.9% | +42.5% | +564.4% | +571.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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