+414.4%
SPYG vs GEN
+159.8%
+254.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | +0.6% |
| 7D | -0.9% | -1.3% | +0.4% | -0.6% |
| 30D | -1.5% | +6.1% | -7.6% | -2.9% |
| 3M | +3.7% | +27.0% | -23.2% | -2.2% |
| 6M | +16.4% | +43.9% | -27.4% | +5.9% |
| YTD | +13.3% | +13.0% | +0.4% | +9.0% |
| 1Y | +17.9% | +4.0% | +13.8% | +15.4% |
| 3Y | +98.3% | +66.2% | +32.2% | +71.8% |
| 5Y | +86.4% | +23.2% | +63.3% | +70.1% |
| All | +414.4% | +159.8% | +254.6% | +277.4% |
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