+6,321.8%
OMC vs GEN
+8,558.9%
-2,237.1%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -1.9% |
| 7D | -0.3% | -3.0% | +2.7% | +0.1% |
| 30D | +10.6% | +24.7% | -14.1% | +7.3% |
| 3M | +2.6% | +4.1% | -1.5% | +1.7% |
| 6M | +16.6% | +36.0% | -19.4% | +11.3% |
| YTD | +10.9% | +10.9% | +0.1% | +8.6% |
| 1Y | +22.1% | +12.2% | +9.9% | +19.4% |
| 3Y | +27.5% | +63.3% | -35.8% | +18.0% |
| 5Y | +50.6% | +29.0% | +21.6% | +42.4% |
| 10Y | +51.7% | +147.5% | -95.8% | +27.1% |
| All | +6,321.8% | +8,558.9% | -2,237.1% | +3,472.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling