+65.2%
PR vs GEN
+157.3%
-92.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.6% | +2.6% |
| 7D | -16.4% | +2.3% | -18.7% | -17.1% |
| 30D | -1.9% | +33.1% | -34.9% | -10.0% |
| 3M | +8.0% | +6.5% | +1.5% | +4.7% |
| 6M | +4.1% | +53.8% | -49.7% | -10.9% |
| YTD | +58.7% | +11.2% | +47.5% | +49.4% |
| 1Y | +75.8% | +19.4% | +56.4% | +61.7% |
| 3Y | +73.2% | +81.0% | -7.9% | +36.9% |
| 5Y | +230.1% | +33.4% | +196.7% | +178.6% |
| All | +65.2% | +157.3% | -92.1% | +14.9% |
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