+6,288.2%
MS vs GEN
+6,270.2%
+18.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.4% | +0.9% |
| 7D | +1.4% | -1.2% | +2.6% | +1.7% |
| 30D | -0.3% | +10.1% | -10.4% | -3.0% |
| 3M | +0.3% | +16.1% | -15.8% | -4.3% |
| 6M | +31.3% | +38.9% | -7.5% | +18.4% |
| YTD | +24.7% | +14.4% | +10.2% | +18.4% |
| 1Y | +47.9% | +5.9% | +42.1% | +43.4% |
| 3Y | +178.3% | +58.8% | +119.6% | +138.8% |
| 5Y | +144.9% | +24.7% | +120.2% | +120.0% |
| 10Y | +804.5% | +163.1% | +641.5% | +513.7% |
| All | +6,288.2% | +6,270.2% | +18.0% | +2,183.7% |
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