+64.6%
GEN vs MKTX
-25.2%
+89.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -4.3% | -0.2% | -4.2% | -4.3% |
| 30D | +3.8% | +0.8% | +2.9% | +3.7% |
| 3M | +22.3% | +41.1% | -18.9% | +17.4% |
| 6M | +39.0% | -9.5% | +48.5% | +40.9% |
| YTD | +11.9% | -8.7% | +20.6% | +13.2% |
| 1Y | +4.5% | -10.0% | +14.5% | +5.8% |
| All | +64.6% | -25.2% | +89.8% | +66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling