+1.5%
SMR vs GEN
+13.5%
-12.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -5.9% |
| 7D | +4.7% | -4.3% | +9.1% | +6.7% |
| 30D | +3.2% | +3.8% | -0.5% | +1.1% |
| 3M | +9.9% | +22.3% | -12.4% | -1.5% |
| 6M | -15.1% | +39.0% | -54.1% | -29.2% |
| YTD | -27.9% | +11.9% | -39.8% | -33.3% |
| 1Y | -70.2% | +4.5% | -74.7% | -71.5% |
| 3Y | +72.5% | +59.0% | +13.5% | +34.7% |
| All | +1.5% | +13.5% | -12.1% | -21.0% |
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