+67.7%
T vs GEN
+24.6%
+43.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.2% | -1.7% |
| 7D | -1.3% | -1.2% | -0.1% | -1.1% |
| 30D | +11.4% | +10.1% | +1.2% | +10.1% |
| 3M | +14.3% | +16.1% | -1.8% | +12.2% |
| 6M | -9.3% | +38.9% | -48.1% | -12.8% |
| YTD | +7.1% | +14.4% | -7.3% | +5.6% |
| 1Y | -9.1% | +5.9% | -15.0% | -9.4% |
| 3Y | +105.3% | +58.8% | +46.5% | +90.0% |
| All | +67.7% | +24.6% | +43.0% | +55.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling