+86.2%
TFC vs GEN
+79.4%
+6.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.3% |
| 7D | +1.2% | +2.3% | -1.1% | +0.7% |
| 30D | +8.3% | +33.1% | -24.7% | +0.6% |
| 3M | -5.2% | +6.5% | -11.7% | -7.2% |
| 6M | -0.8% | +53.8% | -54.6% | -14.2% |
| YTD | +3.4% | +11.2% | -7.8% | +0.5% |
| 1Y | +17.0% | +19.4% | -2.4% | +10.4% |
| 3Y | +86.2% | +81.0% | +5.1% | +62.7% |
| All | +86.2% | +79.4% | +6.8% | +62.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling