-48.3%
MUZ vs GEN
+20.9%
-69.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +4.0% | +10.3% | +9.6% |
| 7D | +47.2% | +26.9% | +20.3% | +13.3% |
| 30D | +57.1% | +38.6% | +18.4% | +8.0% |
| 3M | -5.3% | +9.7% | -15.0% | -15.8% |
| All | -48.3% | +20.9% | -69.1% | -66.6% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling