+1,682.0%
MAS vs GEN
+8,908.8%
-7,226.8%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.0% | +1.7% | +5.0% |
| 7D | +14.2% | +26.9% | -12.7% | +10.0% |
| 30D | +26.8% | +38.6% | -11.8% | +20.6% |
| 3M | +13.1% | +9.7% | +3.4% | +11.0% |
| 6M | +27.9% | +58.9% | -31.0% | +18.2% |
| YTD | +38.7% | +15.3% | +23.3% | +34.1% |
| 1Y | +40.4% | +21.8% | +18.6% | +34.6% |
| 3Y | +66.1% | +85.8% | -19.7% | +48.9% |
| 5Y | +47.4% | +37.4% | +10.0% | +37.0% |
| 10Y | +238.3% | +174.0% | +64.3% | +175.2% |
| All | +1,682.0% | +8,908.8% | -7,226.8% | +733.3% |
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