+746.7%
GOOGL vs GEN
+150.6%
+596.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.2% |
| 7D | -1.9% | -2.9% | +1.0% | -1.2% |
| 30D | -7.5% | +2.1% | -9.5% | -8.0% |
| 3M | -9.2% | +19.7% | -28.9% | -13.2% |
| 6M | +8.1% | +33.3% | -25.2% | -0.1% |
| YTD | +5.8% | +11.1% | -5.3% | +2.1% |
| 1Y | +38.3% | +3.0% | +35.3% | +35.7% |
| 3Y | +144.8% | +57.9% | +86.9% | +110.9% |
| 5Y | +132.5% | +20.6% | +111.9% | +111.1% |
| 10Y | +746.7% | +153.2% | +593.4% | +478.7% |
| All | +746.7% | +150.6% | +596.1% | +478.7% |
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