+44.1%
PL vs GEN
+50.4%
-6.3%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -1.0% |
| 7D | +5.6% | +1.0% | +4.6% | +5.0% |
| 30D | -16.9% | +29.1% | -46.0% | -25.6% |
| 3M | -38.2% | +2.9% | -41.1% | -40.1% |
| 6M | -63.4% | +33.6% | -97.1% | -69.1% |
| YTD | -27.6% | +12.0% | -39.7% | -34.0% |
| 1Y | +6.6% | +16.2% | -9.6% | -4.7% |
| 3Y | +557.6% | +65.1% | +492.5% | +426.2% |
| 5Y | +39.5% | +33.3% | +6.2% | +16.0% |
| All | +44.1% | +50.4% | -6.3% | +20.2% |
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