+54.1%
T vs GEN
+166.9%
-112.8%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.7% | -0.3% | +2.0% | +1.7% |
| 30D | -1.7% | +28.2% | -29.9% | -4.3% |
| 3M | -7.3% | +2.6% | -9.9% | -7.9% |
| 6M | -11.2% | +32.7% | -43.9% | -14.1% |
| YTD | -8.1% | +11.3% | -19.3% | -9.6% |
| 1Y | -8.0% | +17.9% | -26.0% | -10.2% |
| 3Y | +62.1% | +66.3% | -4.2% | +51.2% |
| 5Y | +55.7% | +31.7% | +24.0% | +47.1% |
| 10Y | +54.1% | +150.0% | -95.9% | +38.2% |
| All | +54.1% | +166.9% | -112.8% | +38.2% |
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