+386.6%
PSX vs GEN
+150.6%
+236.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | +1.8% | -2.9% | +4.7% | +2.4% |
| 30D | +21.6% | +2.1% | +19.6% | +21.0% |
| 3M | +46.5% | +19.7% | +26.8% | +41.0% |
| 6M | +62.0% | +33.3% | +28.7% | +51.9% |
| YTD | +106.3% | +11.1% | +95.2% | +100.3% |
| 1Y | +103.0% | +3.0% | +100.0% | +99.9% |
| 3Y | +135.5% | +57.9% | +77.7% | +112.3% |
| 5Y | +368.5% | +20.6% | +347.9% | +334.8% |
| 10Y | +386.6% | +153.2% | +233.3% | +269.4% |
| All | +386.6% | +150.6% | +236.0% | +269.4% |
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