-15.0%
MP vs GEN
+5.4%
-20.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.2% | +3.6% | +1.4% |
| 7D | -2.9% | -1.2% | -1.7% | -2.8% |
| 30D | +13.8% | +10.1% | +3.7% | +13.6% |
| 3M | -16.7% | +16.1% | -32.8% | -16.3% |
| 6M | -11.5% | +38.9% | -50.3% | -13.1% |
| YTD | +7.9% | +14.4% | -6.5% | 0.0% |
| 1Y | -15.0% | +5.9% | -20.9% | -31.3% |
| All | -15.0% | +5.4% | -20.5% | -31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling