+591.8%
ON vs GEN
+150.6%
+441.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | -1.9% | -2.9% | +1.0% | -0.8% |
| 30D | -11.0% | +2.1% | -13.1% | -11.9% |
| 3M | -39.3% | +19.7% | -59.0% | -44.1% |
| 6M | +19.8% | +33.3% | -13.4% | +4.4% |
| YTD | +31.1% | +11.1% | +20.0% | +22.4% |
| 1Y | +46.0% | +3.0% | +43.0% | +40.7% |
| 3Y | -27.5% | +57.9% | -85.4% | -41.3% |
| 5Y | +56.9% | +20.6% | +36.3% | +37.8% |
| 10Y | +591.8% | +153.2% | +438.6% | +319.1% |
| All | +591.8% | +150.6% | +441.2% | +319.1% |
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 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