+539.2%
MAR vs GEN
+156.5%
+382.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.3% |
| 7D | +1.0% | -0.8% | +1.8% | +1.2% |
| 30D | +16.2% | +31.2% | -15.0% | +9.0% |
| 3M | +23.1% | +6.1% | +17.0% | +20.4% |
| 6M | +22.0% | +38.1% | -16.2% | +11.4% |
| YTD | +39.2% | +14.4% | +24.8% | +32.4% |
| 1Y | +48.3% | +15.1% | +33.1% | +40.8% |
| 3Y | +123.4% | +68.5% | +54.8% | +93.3% |
| 5Y | +185.4% | +35.8% | +149.6% | +154.7% |
| 10Y | +539.2% | +155.4% | +383.8% | +388.5% |
| All | +539.2% | +156.5% | +382.6% | +388.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling