+50.1%
IEFA vs GEN
+21.5%
+28.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | -2.4% | -4.3% | +1.9% | -1.6% |
| 30D | -2.1% | +3.8% | -5.9% | -2.9% |
| 3M | +5.5% | +22.3% | -16.7% | +1.3% |
| 6M | +8.1% | +39.0% | -30.8% | +0.6% |
| YTD | +11.9% | +11.9% | 0.0% | +8.8% |
| 1Y | +18.1% | +4.5% | +13.6% | +16.4% |
| 3Y | +65.5% | +59.0% | +6.5% | +47.9% |
| 5Y | +50.1% | +22.0% | +28.1% | +37.1% |
| All | +50.1% | +21.5% | +28.6% | +37.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling