+183.6%
ROP vs GEN
+166.9%
+16.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.0% |
| 7D | -1.6% | -0.3% | -1.3% | -1.6% |
| 30D | +29.5% | +28.2% | +1.4% | +22.3% |
| 3M | +17.5% | +2.6% | +14.9% | +16.2% |
| 6M | +38.1% | +32.7% | +5.4% | +28.9% |
| YTD | +7.0% | +11.3% | -4.3% | +3.3% |
| 1Y | +6.5% | +17.9% | -11.4% | +1.6% |
| 3Y | -5.5% | +66.3% | -71.8% | -16.6% |
| 5Y | -0.4% | +31.7% | -32.1% | -9.6% |
| 10Y | +183.6% | +150.0% | +33.6% | +111.4% |
| All | +183.6% | +166.9% | +16.7% | +111.4% |
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