+149.0%
GEN vs TAP
-52.1%
+201.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | -1.9% |
| 7D | -0.7% | -2.3% | +1.6% | -0.2% |
| 30D | +2.6% | -9.4% | +12.0% | +4.6% |
| 3M | +15.8% | -0.8% | +16.6% | +15.9% |
| 6M | +33.1% | -14.7% | +47.9% | +36.9% |
| YTD | +11.3% | -13.9% | +25.2% | +14.0% |
| 1Y | +1.7% | -18.6% | +20.3% | +5.1% |
| 3Y | +58.1% | -32.0% | +90.2% | +68.1% |
| 5Y | +20.6% | -1.0% | +21.6% | +18.6% |
| 10Y | +149.0% | -51.4% | +200.3% | +173.1% |
| All | +149.0% | -52.1% | +201.1% | +173.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TAP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling