+16.0%
GEN vs TMF
-30.5%
+46.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.4% | +3.8% | +2.9% |
| 7D | +2.0% | -9.3% | +11.3% | +5.5% |
| 30D | +27.7% | +1.9% | +25.8% | +27.4% |
| 3M | +3.3% | -11.2% | +14.5% | +6.1% |
| 6M | +31.8% | -17.7% | +49.5% | +36.6% |
| YTD | +13.5% | -24.5% | +38.0% | +19.6% |
| 1Y | +16.0% | -29.4% | +45.5% | +23.3% |
| All | +16.0% | -30.5% | +46.5% | +23.3% |
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