+652.6%
P vs GEN
+151.0%
+501.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.0% |
| 7D | -13.3% | +1.0% | -14.3% | -13.6% |
| 30D | -34.0% | +29.1% | -63.1% | -39.2% |
| 3M | +4.1% | +2.9% | +1.2% | +1.3% |
| 6M | +30.5% | +33.6% | -3.1% | +15.9% |
| YTD | +52.2% | +12.0% | +40.1% | +42.3% |
| 1Y | +10.3% | +16.2% | -5.9% | +1.3% |
| 3Y | +180.9% | +65.1% | +115.8% | +126.2% |
| 5Y | +259.7% | +33.3% | +226.4% | +203.8% |
| 10Y | +652.6% | +149.7% | +503.0% | +354.3% |
| All | +652.6% | +151.0% | +501.7% | +354.3% |
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