+4.5%
GEN vs MDY
+13.9%
-9.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.2% |
| 7D | -4.3% | -2.5% | -1.8% | -3.1% |
| 30D | +3.8% | -5.0% | +8.8% | +6.5% |
| 3M | +22.3% | +0.5% | +21.8% | +21.5% |
| 6M | +39.0% | +8.0% | +30.9% | +31.0% |
| YTD | +11.9% | +12.2% | -0.3% | +3.7% |
| 1Y | +4.5% | +14.0% | -9.5% | -4.4% |
| All | +4.5% | +13.9% | -9.4% | -4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling