+311.5%
SPY vs GEN
+150.2%
+161.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.2% | 0.0% |
| 7D | +0.5% | -0.7% | +1.2% | +0.7% |
| 30D | -0.9% | +2.6% | -3.6% | -1.6% |
| 3M | +3.9% | +15.8% | -11.9% | +0.4% |
| 6M | +14.5% | +33.1% | -18.6% | +6.8% |
| YTD | +12.9% | +11.3% | +1.6% | +9.3% |
| 1Y | +19.4% | +1.7% | +17.7% | +17.7% |
| 3Y | +78.5% | +58.1% | +20.3% | +58.3% |
| 5Y | +81.8% | +20.6% | +61.1% | +67.6% |
| 10Y | +311.5% | +149.0% | +162.5% | +210.8% |
| All | +311.5% | +150.2% | +161.3% | +210.8% |
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