+15.5%
MSCI vs GEN
+18.5%
-3.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.4% |
| 7D | +2.7% | +1.0% | +1.7% | +2.5% |
| 30D | +16.2% | +29.1% | -12.8% | +9.6% |
| 3M | +17.1% | +2.9% | +14.2% | +15.9% |
| 6M | +13.0% | +33.6% | -20.6% | +5.8% |
| YTD | +15.8% | +12.0% | +3.7% | +14.1% |
| 1Y | +15.5% | +16.2% | -0.7% | +12.5% |
| All | +15.5% | +18.5% | -3.0% | +12.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling