+2,879.6%
GEN vs MDY
+2,662.7%
+216.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.3% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | +10.1% | -1.5% | +11.6% | +11.6% |
| 3M | +16.1% | +0.8% | +15.3% | +14.9% |
| 6M | +38.9% | +7.4% | +31.4% | +29.3% |
| YTD | +14.4% | +15.2% | -0.8% | +0.2% |
| 1Y | +5.9% | +16.5% | -10.7% | -8.4% |
| 3Y | +58.8% | +46.8% | +12.0% | +10.8% |
| 5Y | +24.7% | +46.0% | -21.4% | -15.1% |
| 10Y | +163.1% | +172.1% | -9.0% | -11.4% |
| All | +2,879.6% | +2,662.7% | +216.9% | -49.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling