+217.0%
W vs GEN
+151.0%
+66.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -4.1% |
| 7D | +1.1% | +1.0% | +0.1% | +0.7% |
| 30D | +6.4% | +29.1% | -22.7% | -7.5% |
| 3M | +9.0% | +2.9% | +6.1% | +5.4% |
| 6M | +69.8% | +33.6% | +36.2% | +41.7% |
| YTD | +12.1% | +12.0% | 0.0% | +1.9% |
| 1Y | 0.0% | +16.2% | -16.1% | -11.0% |
| 3Y | +160.3% | +65.1% | +95.3% | +92.9% |
| 5Y | -53.3% | +33.3% | -86.6% | -61.5% |
| 10Y | +217.0% | +149.7% | +67.3% | +91.0% |
| All | +217.0% | +151.0% | +66.0% | +91.0% |
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