+379.5%
SE vs GEN
+88.7%
+290.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +3.3% | -0.3% | +3.6% | +3.4% |
| 30D | -18.2% | +28.2% | -46.3% | -24.6% |
| 3M | -31.3% | +2.6% | -33.9% | -32.6% |
| 6M | -10.1% | +32.7% | -42.8% | -19.2% |
| YTD | -38.9% | +11.3% | -50.2% | -42.3% |
| 1Y | -48.0% | +17.9% | -66.0% | -52.0% |
| 3Y | +78.8% | +66.3% | +12.5% | +45.2% |
| 5Y | -77.1% | +31.7% | -108.8% | -80.3% |
| All | +379.5% | +88.7% | +290.8% | +235.9% |
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