+5.9%
GEN vs TXG
+372.5%
-366.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.1% |
| 7D | -1.2% | +1.8% | -3.0% | -1.3% |
| 30D | +10.1% | +32.0% | -21.9% | +7.3% |
| 3M | +16.1% | +87.0% | -70.9% | +9.0% |
| 6M | +38.9% | +180.1% | -141.2% | +24.8% |
| YTD | +14.4% | +284.1% | -269.7% | +0.1% |
| 1Y | +5.9% | +361.7% | -355.8% | -9.9% |
| All | +5.9% | +372.5% | -366.6% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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