+267.3%
MP vs GEN
+69.0%
+198.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.3% | 0.0% |
| 7D | +2.3% | -0.8% | +3.1% | +2.5% |
| 30D | -15.3% | +31.2% | -46.5% | -24.1% |
| 3M | -33.5% | +6.1% | -39.6% | -36.0% |
| 6M | -45.5% | +38.1% | -83.6% | -53.5% |
| YTD | -27.3% | +14.4% | -41.7% | -33.4% |
| 1Y | -40.7% | +15.1% | -55.8% | -46.0% |
| 3Y | +145.9% | +68.5% | +77.3% | +80.4% |
| 5Y | -13.9% | +35.8% | -49.7% | -33.7% |
| All | +267.3% | +69.0% | +198.3% | +130.1% |
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