-24.8%
U vs GEN
+61.6%
-86.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +32.3% | -0.3% | +32.6% | +32.3% |
| 30D | +9.7% | +28.2% | -18.5% | -7.6% |
| 3M | +19.6% | +2.6% | +17.0% | +14.6% |
| 6M | +82.6% | +32.7% | +50.0% | +46.6% |
| YTD | +16.4% | +11.3% | +5.2% | +5.4% |
| 1Y | +28.5% | +17.9% | +10.5% | +11.6% |
| 3Y | +103.8% | +66.3% | +37.4% | +37.6% |
| 5Y | -70.0% | +31.7% | -101.7% | -77.5% |
| All | -24.8% | +61.6% | -86.4% | -50.1% |
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