+59.1%
T vs GEN
+151.3%
-92.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.6% |
| 7D | +2.6% | +1.0% | +1.6% | +2.5% |
| 30D | -1.1% | +29.1% | -30.2% | -3.7% |
| 3M | -7.7% | +2.9% | -10.7% | -8.3% |
| 6M | -10.6% | +33.6% | -44.2% | -13.7% |
| YTD | -7.5% | +12.0% | -19.5% | -9.1% |
| 1Y | -7.4% | +16.2% | -23.6% | -9.4% |
| 3Y | +63.1% | +65.1% | -2.0% | +52.2% |
| 5Y | +55.2% | +33.3% | +21.9% | +46.4% |
| All | +59.1% | +151.3% | -92.2% | +42.0% |
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