+707.9%
P vs GEN
+166.9%
+541.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | -9.6% | -0.3% | -9.3% | -9.6% |
| 30D | -33.4% | +28.2% | -61.6% | -38.6% |
| 3M | +14.2% | +2.6% | +11.6% | +11.2% |
| 6M | +31.6% | +32.7% | -1.1% | +17.1% |
| YTD | +53.5% | +11.3% | +42.2% | +43.8% |
| 1Y | +14.2% | +17.9% | -3.8% | +4.2% |
| 3Y | +190.5% | +66.3% | +124.2% | +133.2% |
| 5Y | +256.3% | +31.7% | +224.7% | +201.9% |
| 10Y | +707.9% | +150.0% | +557.8% | +381.9% |
| All | +707.9% | +166.9% | +541.0% | +381.9% |
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