+16.0%
GEN vs TW
+21.1%
-5.0%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.2% |
| 7D | +2.0% | +3.9% | -1.9% | +1.1% |
| 30D | +27.7% | +19.9% | +7.8% | +22.1% |
| 3M | +3.3% | +25.9% | -22.7% | -2.5% |
| 6M | +31.8% | +21.1% | +10.7% | +25.6% |
| YTD | +13.5% | +23.9% | -10.4% | +8.7% |
| 1Y | +16.0% | +21.2% | -5.2% | +13.0% |
| All | +16.0% | +21.1% | -5.0% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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