-6.4%
T vs GEN
+20.2%
-26.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.0% | -1.9% | +2.0% |
| 7D | +5.5% | +26.9% | -21.4% | +4.9% |
| 30D | -8.9% | +38.6% | -47.6% | -9.4% |
| 3M | -5.6% | +9.7% | -15.3% | -5.8% |
| 6M | -14.3% | +58.9% | -73.2% | -11.9% |
| YTD | -7.9% | +15.3% | -23.3% | -4.9% |
| 1Y | -6.4% | +21.8% | -28.2% | -4.3% |
| All | -6.4% | +20.2% | -26.6% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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