+26.6%
MAR vs GEN
+0.6%
+26.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.5% | -2.9% | +2.4% | -0.1% |
| 30D | -4.7% | +2.1% | -6.7% | -4.9% |
| 3M | -15.6% | +19.7% | -35.3% | -18.1% |
| 6M | +1.2% | +33.3% | -32.1% | -2.8% |
| YTD | +7.5% | +11.1% | -3.6% | +11.9% |
| 1Y | +26.6% | +3.0% | +23.6% | +40.4% |
| All | +26.6% | +0.6% | +26.0% | +40.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling