+1.7%
GEN vs TXT
-2.3%
+3.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.8% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | +2.6% | -11.1% | +13.7% | +3.7% |
| 3M | +15.8% | -13.0% | +28.8% | +16.8% |
| 6M | +33.1% | -16.2% | +49.3% | +35.3% |
| YTD | +11.3% | -8.7% | +20.0% | +9.0% |
| 1Y | +1.7% | -3.8% | +5.4% | -2.9% |
| All | +1.7% | -2.3% | +3.9% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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