+3,116.5%
MAR vs GEN
+2,376.6%
+739.9%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.6% |
| 3M | +16.0% | +6.5% | +9.5% | +13.4% |
| 6M | +16.5% | +53.8% | -37.3% | +4.5% |
| YTD | +35.0% | +11.2% | +23.8% | +29.4% |
| 1Y | +49.4% | +19.4% | +30.0% | +41.0% |
| 3Y | +124.1% | +81.0% | +43.0% | +92.0% |
| 5Y | +159.2% | +33.4% | +125.7% | +133.6% |
| 10Y | +553.9% | +164.3% | +389.6% | +384.1% |
| All | +3,116.5% | +2,376.6% | +739.9% | +1,438.5% |
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