+153.1%
MAR vs GEN
+21.4%
+131.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | -2.1% | -4.4% | +2.3% | -0.9% |
| 30D | -5.7% | +3.7% | -9.4% | -6.8% |
| 3M | -14.6% | +22.2% | -36.9% | -19.8% |
| 6M | +1.3% | +38.9% | -37.6% | -9.2% |
| YTD | +6.7% | +11.9% | -5.2% | +2.3% |
| 1Y | +26.4% | +4.5% | +22.0% | +23.9% |
| 3Y | +64.7% | +59.0% | +5.8% | +41.4% |
| 5Y | +153.1% | +22.0% | +131.1% | +131.1% |
| All | +153.1% | +21.4% | +131.6% | +131.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling