+338.3%
PSX vs GEN
+151.0%
+187.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | -7.8% | +1.0% | -8.8% | -8.0% |
| 30D | -9.9% | +29.1% | -39.0% | -14.2% |
| 3M | +16.9% | +2.9% | +14.0% | +15.5% |
| 6M | +48.0% | +33.6% | +14.4% | +38.4% |
| YTD | +98.3% | +12.0% | +86.3% | +91.1% |
| 1Y | +86.2% | +16.2% | +70.0% | +78.1% |
| 3Y | +144.0% | +65.1% | +78.9% | +117.2% |
| 5Y | +287.7% | +33.3% | +254.4% | +251.1% |
| 10Y | +338.3% | +149.7% | +188.7% | +243.6% |
| All | +338.3% | +151.0% | +187.4% | +243.6% |
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