+2,417.1%
MSCI vs GEN
+409.1%
+2,008.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.5% |
| 7D | +0.4% | -1.2% | +1.6% | +0.8% |
| 30D | +0.6% | +10.1% | -9.6% | -3.0% |
| 3M | -7.1% | +16.1% | -23.2% | -12.2% |
| 6M | +0.8% | +38.9% | -38.0% | -11.5% |
| YTD | +1.0% | +14.4% | -13.4% | -5.3% |
| 1Y | +4.3% | +5.9% | -1.5% | +0.6% |
| 3Y | +9.9% | +58.8% | -48.8% | -10.9% |
| 5Y | -6.8% | +24.7% | -31.4% | -19.3% |
| 10Y | +614.7% | +163.1% | +451.6% | +318.8% |
| All | +2,417.1% | +409.1% | +2,008.0% | +804.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling