+205.6%
GLD vs GEN
+147.0%
+58.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -2.8% |
| 7D | -5.5% | -3.0% | -2.5% | -5.4% |
| 30D | -7.0% | +24.7% | -31.7% | -7.4% |
| 3M | -12.4% | +4.1% | -16.5% | -12.5% |
| 6M | -18.0% | +36.0% | -54.1% | -18.5% |
| YTD | -10.5% | +10.9% | -21.3% | -10.7% |
| 1Y | -8.1% | +12.2% | -20.2% | -8.4% |
| 3Y | +97.7% | +63.3% | +34.4% | +95.3% |
| 5Y | +103.4% | +29.0% | +74.4% | +101.3% |
| All | +205.6% | +147.0% | +58.7% | +200.5% |
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