+65.3%
T vs GEN
+150.2%
-84.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | 0.0% |
| 7D | -1.5% | -0.7% | -0.8% | -1.5% |
| 30D | +7.6% | +2.6% | +5.0% | +7.3% |
| 3M | +15.3% | +15.8% | -0.5% | +13.4% |
| 6M | -8.5% | +33.1% | -41.6% | -11.4% |
| YTD | +6.8% | +11.3% | -4.5% | +5.2% |
| 1Y | -7.2% | +1.7% | -8.9% | -7.7% |
| 3Y | +108.2% | +58.1% | +50.1% | +95.5% |
| 5Y | +66.1% | +20.6% | +45.4% | +58.5% |
| 10Y | +65.3% | +149.0% | -83.7% | +44.2% |
| All | +65.3% | +150.2% | -84.9% | +44.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling