-45.5%
MUZ vs GEN
+16.6%
-62.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | 0.0% | -12.8% | -12.8% |
| 7D | +14.0% | -0.3% | +14.3% | +14.7% |
| 30D | +57.6% | +28.2% | +29.4% | +18.7% |
| 3M | -3.1% | +2.6% | -5.7% | 0.0% |
| All | -45.5% | +16.6% | -62.1% | -63.4% |
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 · Available span rolling