+5,947.5%
OMC vs GEN
+8,838.9%
-2,891.3%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.3% | -2.2% |
| 7D | -6.4% | -1.2% | -5.2% | -6.3% |
| 30D | +1.1% | +10.1% | -9.0% | -0.2% |
| 3M | +10.4% | +16.1% | -5.7% | +8.1% |
| 6M | -1.7% | +38.9% | -40.6% | -6.3% |
| YTD | +4.4% | +14.4% | -10.0% | +2.2% |
| 1Y | +8.4% | +5.9% | +2.6% | +7.2% |
| 3Y | +14.4% | +58.8% | -44.4% | +6.4% |
| 5Y | +33.9% | +24.7% | +9.2% | +27.4% |
| 10Y | +34.9% | +163.1% | -128.2% | +12.4% |
| All | +5,947.5% | +8,838.9% | -2,891.3% | +3,259.9% |
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