+8,061.5%
GEN vs TAP
+821.1%
+7,240.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.5% | +1.9% | -1.9% |
| 7D | +2.3% | +0.5% | +1.7% | +2.2% |
| 30D | +33.1% | +9.1% | +23.9% | +31.1% |
| 3M | +6.5% | -3.8% | +10.3% | +7.1% |
| 6M | +53.8% | -3.4% | +57.2% | +54.5% |
| YTD | +11.2% | -10.6% | +21.9% | +12.8% |
| 1Y | +19.4% | -4.4% | +23.8% | +19.7% |
| 3Y | +81.0% | -24.4% | +105.4% | +87.5% |
| 5Y | +33.4% | +2.1% | +31.4% | +30.7% |
| 10Y | +164.3% | -48.7% | +213.0% | +179.0% |
| All | +8,061.5% | +821.1% | +7,240.4% | +5,270.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling