+578.8%
MS vs GEN
+166.9%
+412.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +0.7% | -0.3% | +1.0% | +0.8% |
| 30D | -0.9% | +28.2% | -29.1% | -7.2% |
| 3M | -13.0% | +2.6% | -15.6% | -14.3% |
| 6M | -2.0% | +32.7% | -34.7% | -10.2% |
| YTD | +7.8% | +11.3% | -3.5% | +2.8% |
| 1Y | +17.9% | +17.9% | -0.1% | +10.6% |
| 3Y | +174.8% | +66.3% | +108.5% | +135.9% |
| 5Y | +119.9% | +31.7% | +88.2% | +95.0% |
| 10Y | +578.8% | +150.0% | +428.8% | +401.4% |
| All | +578.8% | +166.9% | +412.0% | +401.4% |
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