+64.6%
MAR vs GEN
+57.7%
+6.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -1.6% |
| 7D | -1.7% | -0.7% | -1.0% | -1.6% |
| 30D | -6.9% | +2.6% | -9.6% | -7.7% |
| 3M | -15.8% | +15.8% | -31.6% | -19.6% |
| 6M | +1.9% | +33.1% | -31.2% | -7.2% |
| YTD | +6.6% | +11.3% | -4.7% | +3.2% |
| 1Y | +23.7% | +1.7% | +22.0% | +23.7% |
| 3Y | +64.6% | +58.1% | +6.4% | +44.3% |
| All | +64.6% | +57.7% | +6.8% | +44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling