+2,498.9%
MAR vs GEN
+2,448.1%
+50.9%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.6% |
| 7D | -4.2% | -1.2% | -3.0% | -3.9% |
| 30D | -6.7% | +10.1% | -16.8% | -8.7% |
| 3M | -12.5% | +16.1% | -28.6% | -15.6% |
| 6M | +0.6% | +38.9% | -38.3% | -7.3% |
| YTD | +9.1% | +14.4% | -5.3% | +4.7% |
| 1Y | +26.2% | +5.9% | +20.3% | +23.2% |
| 3Y | +68.2% | +58.8% | +9.4% | +49.2% |
| 5Y | +163.9% | +24.7% | +139.3% | +142.9% |
| 10Y | +420.6% | +163.1% | +257.5% | +288.2% |
| All | +2,498.9% | +2,448.1% | +50.9% | +1,145.0% |
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