+155.7%
MO vs GEN
+152.9%
+2.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.7% |
| 7D | +3.3% | +2.0% | +1.3% | +3.1% |
| 30D | +7.5% | +27.7% | -20.2% | +4.6% |
| 3M | +22.8% | +3.3% | +19.5% | +21.9% |
| 6M | +13.4% | +31.8% | -18.5% | +9.4% |
| YTD | +43.0% | +13.5% | +29.5% | +40.1% |
| 1Y | +45.2% | +16.0% | +29.2% | +41.9% |
| 3Y | +145.5% | +70.6% | +75.0% | +127.1% |
| 5Y | +157.1% | +32.1% | +124.9% | +142.4% |
| All | +155.7% | +152.9% | +2.8% | +122.3% |
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 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