-31.8%
MP vs GEN
+17.5%
-49.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.6% | +7.6% | +5.1% |
| 7D | -10.5% | +2.3% | -12.8% | -10.7% |
| 30D | -23.5% | +33.1% | -56.6% | -25.1% |
| 3M | -25.4% | +6.5% | -31.9% | -26.7% |
| 6M | -51.3% | +53.8% | -105.1% | -53.1% |
| YTD | -29.9% | +11.2% | -41.1% | -36.8% |
| 1Y | -31.8% | +19.4% | -51.2% | -36.9% |
| All | -31.8% | +17.5% | -49.3% | -36.9% |
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