-26.6%
U vs GEN
+61.1%
-87.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +3.0% |
| 7D | +2.8% | -3.0% | +5.8% | +4.5% |
| 30D | +7.6% | +24.7% | -17.1% | -7.9% |
| 3M | +12.7% | +4.1% | +8.6% | +6.8% |
| 6M | +87.0% | +36.0% | +50.9% | +47.3% |
| YTD | +13.6% | +10.9% | +2.8% | +2.9% |
| 1Y | +25.3% | +12.2% | +13.1% | +12.4% |
| 3Y | +85.8% | +63.3% | +22.5% | +26.8% |
| 5Y | -74.5% | +29.0% | -103.5% | -80.6% |
| All | -26.6% | +61.1% | -87.6% | -51.3% |
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