+222.1%
MAS vs GEN
+164.3%
+57.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -3.2% |
| 7D | +4.6% | +8.5% | -4.0% | +2.6% |
| 30D | +19.9% | +34.2% | -14.3% | +11.7% |
| 3M | +8.9% | +10.0% | -1.1% | +5.7% |
| 6M | +20.2% | +56.8% | -36.6% | +6.2% |
| YTD | +33.9% | +14.2% | +19.6% | +27.5% |
| 1Y | +34.7% | +20.8% | +13.9% | +26.4% |
| 3Y | +60.4% | +84.1% | -23.7% | +35.8% |
| 5Y | +43.5% | +37.1% | +6.4% | +27.3% |
| All | +222.1% | +164.3% | +57.8% | +122.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling