-8.7%
T vs GEN
+16.1%
-24.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -1.4% |
| 3M | -7.7% | +2.9% | -10.7% | -8.0% |
| 6M | -10.6% | +33.6% | -44.2% | -9.1% |
| YTD | -7.5% | +12.0% | -19.5% | -4.6% |
| All | -8.7% | +16.1% | -24.8% | -6.0% |
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 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