+1.7%
GEN vs TAP
-19.0%
+20.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +4.5% |
| 3M | +15.8% | -0.8% | +16.6% | +16.2% |
| 6M | +33.1% | -14.7% | +47.9% | +36.6% |
| YTD | +11.3% | -13.9% | +25.2% | +13.9% |
| 1Y | +1.7% | -18.6% | +20.3% | +4.9% |
| All | +1.7% | -19.0% | +20.6% | +4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling