+75.7%
TFC vs GEN
+152.9%
-77.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.4% | -1.2% | +0.6% |
| 7D | +2.3% | +2.0% | +0.2% | +1.7% |
| 30D | +10.8% | +27.7% | -16.9% | +3.9% |
| 3M | -3.8% | +3.3% | -7.0% | -5.3% |
| 6M | +9.6% | +31.8% | -22.2% | +0.7% |
| YTD | +5.8% | +13.5% | -7.7% | +0.4% |
| 1Y | +16.2% | +16.0% | +0.1% | +9.6% |
| 3Y | +96.0% | +70.6% | +25.4% | +66.8% |
| 5Y | +1.7% | +32.1% | -30.4% | -10.2% |
| All | +75.7% | +152.9% | -77.2% | +34.0% |
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