+19.4%
GEN vs TMF
-22.9%
+42.2%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.5% | -2.6% |
| 7D | +2.3% | +1.2% | +1.1% | +1.8% |
| 30D | +33.1% | +19.7% | +13.3% | +26.3% |
| 3M | +6.5% | -2.1% | +8.6% | +5.9% |
| 6M | +53.8% | -13.4% | +67.2% | +55.8% |
| YTD | +11.2% | -16.7% | +28.0% | +13.5% |
| 1Y | +19.4% | -23.3% | +42.7% | +23.9% |
| All | +19.4% | -22.9% | +42.2% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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