+26.8%
PL vs GEN
+49.3%
-22.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -2.6% | +13.0% | +11.4% |
| 7D | -6.8% | +2.3% | -9.1% | -7.9% |
| 30D | -29.3% | +33.1% | -62.3% | -37.5% |
| 3M | -44.8% | +6.5% | -51.2% | -47.3% |
| 6M | -68.4% | +53.8% | -122.2% | -75.2% |
| YTD | -36.4% | +11.2% | -47.6% | -41.8% |
| 1Y | +0.7% | +19.4% | -18.7% | -11.3% |
| 3Y | +455.3% | +81.0% | +374.3% | +329.4% |
| 5Y | +22.7% | +33.4% | -10.8% | +2.3% |
| All | +26.8% | +49.3% | -22.6% | +6.0% |
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