+432.7%
SN vs GEN
+62.8%
+369.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.1% | +0.1% | -2.2% |
| 7D | +1.4% | -3.0% | +4.4% | +2.1% |
| 30D | +16.6% | +24.7% | -8.1% | +10.3% |
| 3M | +18.3% | +4.1% | +14.1% | +16.6% |
| 6M | +103.1% | +36.0% | +67.0% | +85.0% |
| YTD | +96.7% | +10.9% | +85.9% | +90.4% |
| 1Y | +134.3% | +12.2% | +122.2% | +126.0% |
| 3Y | +425.2% | +63.3% | +361.9% | +379.9% |
| All | +432.7% | +62.8% | +369.9% | +368.8% |
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