+73.5%
MSFT vs GEN
+24.6%
+48.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.1% | -1.4% |
| 7D | -2.7% | -1.2% | -1.5% | -2.4% |
| 30D | +2.7% | +10.1% | -7.4% | -0.2% |
| 3M | +17.0% | +16.1% | +0.9% | +11.7% |
| 6M | +23.8% | +38.9% | -15.0% | +12.0% |
| YTD | +4.0% | +14.4% | -10.5% | -1.0% |
| 1Y | -0.8% | +5.9% | -6.7% | -3.8% |
| 3Y | +55.6% | +58.8% | -3.2% | +31.5% |
| All | +73.5% | +24.6% | +48.8% | +54.0% |
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