+34.1%
MSCI vs GEN
+79.4%
-45.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.4% | -1.6% |
| 7D | +2.8% | +2.3% | +0.6% | +2.3% |
| 30D | +15.4% | +33.1% | -17.6% | +6.9% |
| 3M | +13.4% | +6.5% | +6.9% | +10.8% |
| 6M | +10.9% | +53.8% | -42.9% | -2.2% |
| YTD | +13.0% | +11.2% | +1.7% | +8.7% |
| 1Y | +12.0% | +19.4% | -7.4% | +5.5% |
| 3Y | +34.1% | +81.0% | -46.9% | +16.3% |
| All | +34.1% | +79.4% | -45.3% | +16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling