+844.5%
MSCI vs GEN
+152.9%
+691.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.4% | +0.3% |
| 7D | +2.7% | +2.0% | +0.6% | +2.1% |
| 30D | +17.4% | +27.7% | -10.3% | +9.0% |
| 3M | +14.8% | +3.3% | +11.6% | +12.8% |
| 6M | +16.1% | +31.8% | -15.7% | +5.8% |
| YTD | +16.0% | +13.5% | +2.5% | +9.6% |
| 1Y | +16.4% | +16.0% | +0.4% | +9.2% |
| 3Y | +35.3% | +70.6% | -35.2% | +11.3% |
| 5Y | +6.6% | +32.1% | -25.5% | -7.3% |
| All | +844.5% | +152.9% | +691.6% | +509.8% |
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