+151.3%
GEN vs MDY
+175.0%
-23.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.2% |
| 7D | -4.3% | -2.5% | -1.8% | -3.0% |
| 30D | +3.8% | -5.0% | +8.8% | +6.8% |
| 3M | +22.3% | +0.5% | +21.8% | +21.7% |
| 6M | +39.0% | +8.0% | +30.9% | +32.5% |
| YTD | +11.9% | +12.2% | -0.3% | +4.5% |
| 1Y | +4.5% | +14.0% | -9.5% | -3.4% |
| 3Y | +59.0% | +48.2% | +10.8% | +27.3% |
| 5Y | +22.0% | +46.1% | -24.1% | -2.3% |
| All | +151.3% | +175.0% | -23.6% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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