+9.1%
MSCI vs GEN
+35.2%
-26.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | +0.1% |
| 7D | -1.9% | -0.8% | -1.1% | -1.6% |
| 30D | +16.5% | +31.2% | -14.8% | +6.8% |
| 3M | +18.2% | +6.1% | +12.1% | +15.1% |
| 6M | +14.0% | +38.1% | -24.2% | +1.7% |
| YTD | +16.6% | +14.4% | +2.2% | +10.0% |
| 1Y | +14.8% | +15.1% | -0.3% | +8.0% |
| 3Y | +33.3% | +68.5% | -35.3% | +7.7% |
| 5Y | +9.1% | +35.8% | -26.8% | -13.0% |
| All | +9.1% | +35.2% | -26.1% | -13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling