+50.2%
OMC vs GEN
+152.9%
-102.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.8% |
| 7D | +1.9% | +2.0% | -0.2% | +1.5% |
| 30D | +12.2% | +27.7% | -15.5% | +7.0% |
| 3M | +0.6% | +3.3% | -2.7% | -0.5% |
| 6M | +21.0% | +31.8% | -10.8% | +14.3% |
| YTD | +12.4% | +13.5% | -1.1% | +8.6% |
| 1Y | +25.4% | +16.0% | +9.4% | +20.8% |
| 3Y | +29.2% | +70.6% | -41.4% | +16.5% |
| 5Y | +52.6% | +32.1% | +20.5% | +41.3% |
| All | +50.2% | +152.9% | -102.7% | +19.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling