+120.3%
MAR vs GEN
+63.2%
+57.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.5% | +0.4% |
| 7D | +4.3% | +2.3% | +2.0% | +3.8% |
| 30D | +16.8% | +33.1% | -16.2% | +9.2% |
| 3M | +16.0% | +6.5% | +9.5% | +13.7% |
| 6M | +16.5% | +53.8% | -37.3% | +0.8% |
| YTD | +35.0% | +11.2% | +23.8% | +30.8% |
| 1Y | +49.4% | +19.4% | +30.0% | +40.8% |
| All | +120.3% | +63.2% | +57.2% | +82.9% |
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