-57.4%
MUZ vs GEN
+19.9%
-77.3%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.9% | +2.1% | -26.0% | -26.2% |
| 7D | -17.7% | -0.8% | -16.8% | -17.5% |
| 30D | +14.5% | +31.2% | -16.8% | -16.6% |
| 3M | -25.7% | +6.1% | -31.8% | -27.6% |
| All | -57.4% | +19.9% | -77.3% | -72.5% |
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 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