+1,872.1%
T vs GEN
+8,838.8%
-6,966.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.2% | -1.8% |
| 7D | -1.3% | -1.2% | -0.1% | -1.2% |
| 30D | +11.4% | +10.1% | +1.2% | +10.4% |
| 3M | +14.3% | +16.1% | -1.8% | +12.7% |
| 6M | -9.3% | +38.9% | -48.1% | -12.2% |
| YTD | +7.1% | +14.4% | -7.3% | +5.3% |
| 1Y | -9.1% | +5.9% | -15.0% | -10.0% |
| 3Y | +105.3% | +58.8% | +46.5% | +94.9% |
| 5Y | +66.8% | +24.7% | +42.1% | +60.5% |
| 10Y | +66.8% | +163.1% | -96.3% | +46.9% |
| All | +1,872.1% | +8,838.8% | -6,966.7% | +1,042.3% |
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