+3,214.7%
MAR vs GEN
+2,446.8%
+767.8%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.2% |
| 7D | +1.0% | -0.8% | +1.8% | +1.2% |
| 30D | +16.2% | +31.2% | -15.0% | +9.4% |
| 3M | +23.1% | +6.1% | +17.0% | +20.4% |
| 6M | +22.0% | +38.1% | -16.1% | +12.2% |
| YTD | +39.2% | +14.4% | +24.8% | +32.6% |
| 1Y | +48.3% | +15.1% | +33.1% | +41.0% |
| 3Y | +123.4% | +68.5% | +54.9% | +94.5% |
| 5Y | +185.4% | +35.8% | +149.6% | +156.3% |
| 10Y | +539.2% | +155.4% | +383.8% | +376.6% |
| All | +3,214.7% | +2,446.8% | +767.8% | +1,476.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling