+785.4%
MSCI vs GEN
+157.3%
+628.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.4% | -1.5% |
| 7D | +2.8% | +2.3% | +0.6% | +2.2% |
| 30D | +15.4% | +33.1% | -17.6% | +5.8% |
| 3M | +13.4% | +6.5% | +6.9% | +10.3% |
| 6M | +10.9% | +53.8% | -42.9% | -3.9% |
| YTD | +13.0% | +11.2% | +1.7% | +7.4% |
| 1Y | +12.0% | +19.4% | -7.4% | +4.1% |
| 3Y | +34.1% | +81.0% | -46.9% | +8.1% |
| 5Y | +3.9% | +33.4% | -29.6% | -10.0% |
| All | +785.4% | +157.3% | +628.1% | +466.4% |
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