+634.6%
P vs GEN
+152.9%
+481.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.4% | -4.3% | -2.6% |
| 7D | +11.6% | +2.0% | +9.6% | +10.9% |
| 30D | -23.7% | +27.7% | -51.4% | -29.5% |
| 3M | -8.0% | +3.3% | -11.2% | -10.5% |
| 6M | +27.9% | +31.8% | -3.9% | +14.2% |
| YTD | +61.2% | +13.5% | +47.7% | +50.0% |
| 1Y | +28.6% | +16.0% | +12.6% | +18.2% |
| 3Y | +200.5% | +70.6% | +129.9% | +139.2% |
| 5Y | +282.9% | +32.1% | +250.8% | +224.3% |
| All | +634.6% | +152.9% | +481.7% | +324.2% |
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