+5.9%
GEN vs MKTX
-8.5%
+14.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -1.2% | +0.4% | -1.6% | -1.2% |
| 30D | +10.1% | +1.1% | +9.1% | +10.0% |
| 3M | +16.1% | +36.1% | -20.0% | +11.9% |
| 6M | +38.9% | -12.9% | +51.7% | +47.2% |
| YTD | +14.4% | -8.5% | +23.0% | +18.9% |
| 1Y | +5.9% | -7.5% | +13.4% | +10.2% |
| All | +5.9% | -8.5% | +14.4% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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