+1,579.9%
T vs GEN
+8,588.0%
-7,008.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.8% | -0.6% |
| 7D | +1.0% | +2.3% | -1.2% | +0.8% |
| 30D | -10.6% | +33.1% | -43.7% | -12.9% |
| 3M | -7.7% | +6.5% | -14.2% | -8.5% |
| 6M | -13.3% | +53.8% | -67.1% | -17.0% |
| YTD | -8.8% | +11.2% | -20.0% | -10.3% |
| 1Y | -8.4% | +19.4% | -27.8% | -10.5% |
| 3Y | +59.6% | +81.0% | -21.4% | +49.4% |
| 5Y | +52.1% | +33.4% | +18.6% | +45.1% |
| 10Y | +56.9% | +164.3% | -107.4% | +37.8% |
| All | +1,579.9% | +8,588.0% | -7,008.2% | +872.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling