+67.5%
MAS vs GEN
+86.0%
-18.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.0% | +1.7% | +4.6% |
| 7D | +14.2% | +26.9% | -12.7% | +7.1% |
| 30D | +26.8% | +38.6% | -11.8% | +16.3% |
| 3M | +13.1% | +9.7% | +3.4% | +9.5% |
| 6M | +27.9% | +58.9% | -31.0% | +9.8% |
| YTD | +38.7% | +15.3% | +23.3% | +33.1% |
| 1Y | +40.4% | +21.8% | +18.6% | +31.9% |
| All | +67.5% | +86.0% | -18.5% | +37.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling