+8,297.1%
GEN vs MKC
+3,376.8%
+4,920.3%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.9% |
| 7D | -1.2% | -5.9% | +4.7% | +0.5% |
| 30D | +10.1% | -0.9% | +11.0% | +10.3% |
| 3M | +16.1% | +12.7% | +3.4% | +11.9% |
| 6M | +38.9% | -19.3% | +58.2% | +46.9% |
| YTD | +14.4% | -22.2% | +36.6% | +21.9% |
| 1Y | +5.9% | -23.3% | +29.2% | +13.0% |
| 3Y | +58.8% | -30.0% | +88.8% | +72.2% |
| 5Y | +24.7% | -33.8% | +58.4% | +35.8% |
| 10Y | +163.1% | +24.4% | +138.6% | +129.8% |
| All | +8,297.1% | +3,376.8% | +4,920.3% | +2,954.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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