+116.1%
PG vs GEN
+159.8%
-43.7%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.5% |
| 7D | -0.8% | -1.3% | +0.5% | -0.7% |
| 30D | +0.8% | +6.1% | -5.3% | +0.2% |
| 3M | -1.3% | +27.0% | -28.3% | -3.6% |
| 6M | -3.8% | +43.9% | -47.7% | -7.4% |
| YTD | +3.6% | +13.0% | -9.4% | +2.1% |
| 1Y | -5.7% | +4.0% | -9.8% | -6.4% |
| 3Y | +1.6% | +66.2% | -64.6% | -4.6% |
| 5Y | +14.6% | +23.2% | -8.6% | +10.2% |
| All | +116.1% | +159.8% | -43.7% | +84.7% |
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