+437.1%
GS vs GEN
+147.0%
+290.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -0.7% |
| 7D | +5.1% | -3.0% | +8.1% | +5.9% |
| 30D | +2.4% | +24.7% | -22.3% | -3.1% |
| 3M | -11.5% | +4.1% | -15.6% | -13.1% |
| 6M | -2.5% | +36.0% | -38.5% | -10.9% |
| YTD | +5.5% | +10.9% | -5.4% | +1.0% |
| 1Y | +11.0% | +12.2% | -1.1% | +6.0% |
| 3Y | +200.1% | +63.3% | +136.8% | +160.6% |
| 5Y | +154.7% | +29.0% | +125.7% | +128.5% |
| All | +437.1% | +147.0% | +290.1% | +296.9% |
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