+34.1%
GEN vs MDY
+34.6%
-0.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.5% |
| 7D | +2.0% | +2.3% | -0.2% | +0.5% |
| 30D | +27.7% | +2.0% | +25.7% | +26.0% |
| 3M | +3.3% | -5.6% | +8.9% | +7.3% |
| 6M | +31.8% | +1.3% | +30.5% | +30.2% |
| YTD | +13.5% | +12.3% | +1.2% | +4.3% |
| 1Y | +16.0% | +15.8% | +0.3% | +4.4% |
| 3Y | +70.6% | +56.5% | +14.1% | +25.6% |
| All | +34.1% | +34.6% | -0.5% | +7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling