-30.7%
MUZ vs GEN
+19.7%
-50.5%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +33.9% | -0.9% | +34.9% | +35.0% |
| 7D | +79.0% | +8.5% | +70.5% | +64.2% |
| 30D | +104.4% | +34.2% | +70.2% | +45.7% |
| 3M | +27.0% | +10.0% | +17.0% | +9.5% |
| All | -30.7% | +19.7% | -50.5% | -55.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling