+16,970.1%
MO vs GEN
+8,835.9%
+8,134.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.7% | +1.2% |
| 7D | -0.8% | -0.8% | 0.0% | -0.7% |
| 30D | +8.0% | +31.2% | -23.2% | +6.0% |
| 3M | +20.9% | +6.1% | +14.8% | +20.2% |
| 6M | +16.3% | +38.1% | -21.8% | +13.5% |
| YTD | +40.7% | +14.4% | +26.3% | +38.7% |
| 1Y | +41.5% | +15.1% | +26.3% | +39.3% |
| 3Y | +141.5% | +68.5% | +73.0% | +130.9% |
| 5Y | +153.1% | +35.8% | +117.3% | +144.1% |
| 10Y | +149.3% | +155.4% | -6.1% | +127.4% |
| All | +16,970.1% | +8,835.9% | +8,134.1% | +8,691.3% |
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