+215.9%
MAS vs GEN
+157.3%
+58.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -1.3% |
| 7D | +2.0% | +2.3% | -0.3% | +1.5% |
| 30D | +19.4% | +33.1% | -13.7% | +11.5% |
| 3M | +9.4% | +6.5% | +2.9% | +7.0% |
| 6M | +15.3% | +53.8% | -38.5% | +2.4% |
| YTD | +31.3% | +11.2% | +20.1% | +25.9% |
| 1Y | +34.9% | +19.4% | +15.5% | +27.0% |
| 3Y | +58.6% | +81.0% | -22.4% | +34.8% |
| 5Y | +40.7% | +33.4% | +7.3% | +25.7% |
| All | +215.9% | +157.3% | +58.6% | +119.6% |
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