+2,700.2%
TFC vs GEN
+8,838.9%
-6,138.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.2% | +0.4% |
| 7D | +2.4% | -1.2% | +3.6% | +2.6% |
| 30D | -1.3% | +10.1% | -11.4% | -2.7% |
| 3M | +6.1% | +16.1% | -10.0% | +3.6% |
| 6M | +7.3% | +38.9% | -31.5% | +1.7% |
| YTD | +8.2% | +14.4% | -6.2% | +5.3% |
| 1Y | +14.4% | +5.9% | +8.6% | +12.6% |
| 3Y | +93.7% | +58.8% | +34.9% | +79.5% |
| 5Y | +16.4% | +24.7% | -8.3% | +10.7% |
| 10Y | +101.6% | +163.1% | -61.5% | +68.8% |
| All | +2,700.2% | +8,838.9% | -6,138.7% | +1,467.6% |
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