-37.5%
U vs GEN
+61.7%
-99.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.7% | +5.4% | +4.4% |
| 7D | +4.5% | -0.7% | +5.2% | +4.8% |
| 30D | -0.6% | +2.6% | -3.2% | -2.8% |
| 3M | +48.4% | +15.8% | +32.7% | +33.8% |
| 6M | +115.4% | +33.1% | +82.2% | +75.0% |
| YTD | -3.2% | +11.3% | -14.5% | -10.6% |
| 1Y | -6.0% | +1.7% | -7.7% | -8.0% |
| 3Y | +13.5% | +58.1% | -44.7% | -19.0% |
| 5Y | -68.0% | +20.6% | -88.6% | -74.3% |
| All | -37.5% | +61.7% | -99.2% | -57.7% |
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