+847.5%
MSCI vs GEN
+152.9%
+694.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.6% |
| 7D | +3.0% | +2.0% | +1.0% | +2.4% |
| 30D | +17.8% | +27.7% | -9.9% | +9.3% |
| 3M | +15.2% | +3.3% | +11.9% | +13.1% |
| 6M | +16.5% | +31.8% | -15.3% | +6.1% |
| YTD | +16.4% | +13.5% | +2.9% | +10.0% |
| 1Y | +16.8% | +16.0% | +0.8% | +9.6% |
| 3Y | +35.8% | +70.6% | -34.8% | +11.6% |
| 5Y | +7.0% | +32.1% | -25.2% | -7.0% |
| All | +847.5% | +152.9% | +694.6% | +511.8% |
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