+597.0%
SE vs GEN
+88.7%
+508.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +2.0% |
| 7D | +0.6% | -0.7% | +1.3% | +0.8% |
| 30D | -0.1% | +2.6% | -2.7% | -1.2% |
| 3M | +34.1% | +15.8% | +18.4% | +27.4% |
| 6M | +23.2% | +33.1% | -9.9% | +11.0% |
| YTD | -11.2% | +11.3% | -22.5% | -15.3% |
| 1Y | -40.5% | +1.7% | -42.2% | -41.7% |
| 3Y | +196.3% | +58.1% | +138.1% | +146.4% |
| 5Y | -67.0% | +20.6% | -87.7% | -70.6% |
| All | +597.0% | +88.7% | +508.3% | +392.6% |
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