+638.0%
XYZ vs GEN
+166.9%
+471.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | +14.9% | -0.3% | +15.2% | +15.3% |
| 30D | +14.7% | +28.2% | -13.5% | +1.1% |
| 3M | +12.1% | +2.6% | +9.5% | +9.1% |
| 6M | +18.3% | +32.7% | -14.4% | +0.6% |
| YTD | +36.1% | +11.3% | +24.8% | +25.9% |
| 1Y | +35.3% | +17.9% | +17.4% | +21.5% |
| 3Y | +73.5% | +66.3% | +7.2% | +31.0% |
| 5Y | -61.6% | +31.7% | -93.3% | -68.0% |
| 10Y | +638.0% | +150.0% | +488.0% | +320.4% |
| All | +638.0% | +166.9% | +471.1% | +320.4% |
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