+35.8%
GEN vs TCOM
+43.1%
-7.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +2.2% |
| 7D | -0.8% | +2.2% | -3.0% | -0.9% |
| 30D | +31.2% | +12.5% | +18.7% | +30.4% |
| 3M | +6.1% | -5.6% | +11.7% | +6.3% |
| 6M | +38.1% | -16.5% | +54.6% | +39.1% |
| YTD | +14.4% | -39.4% | +53.8% | +16.5% |
| 1Y | +15.1% | -41.0% | +56.1% | +17.3% |
| 3Y | +68.5% | +29.2% | +39.3% | +68.6% |
| 5Y | +35.8% | +41.6% | -5.8% | +49.8% |
| All | +35.8% | +43.1% | -7.2% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 5y: compounded portfolio wealth divided by compounded TCOM 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…
5y analysis · Full analysis span regression · 6 months rolling