+141,733.1%
MSFT vs GEN
+8,588.0%
+133,145.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.7% | -0.4% |
| 7D | +1.7% | +2.3% | -0.6% | +1.2% |
| 30D | +0.2% | +33.1% | -32.9% | -6.2% |
| 3M | +6.4% | +6.5% | -0.1% | +4.0% |
| 6M | +28.7% | +53.8% | -25.1% | +16.0% |
| YTD | +10.4% | +11.2% | -0.8% | +6.5% |
| 1Y | +7.6% | +19.4% | -11.8% | +2.2% |
| 3Y | +52.3% | +81.0% | -28.7% | +30.3% |
| 5Y | +64.5% | +33.4% | +31.1% | +48.5% |
| 10Y | +917.8% | +164.3% | +753.5% | +661.7% |
| All | +141,733.1% | +8,588.0% | +133,145.0% | +40,157.7% |
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