-12.5%
TLT vs GEN
+166.9%
-179.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.3% | -0.3% | +0.6% | +0.3% |
| 30D | +5.1% | +28.2% | -23.1% | +5.1% |
| 3M | -0.2% | +2.6% | -2.8% | -0.2% |
| 6M | -2.9% | +32.7% | -35.6% | -2.8% |
| YTD | -2.7% | +11.3% | -13.9% | -2.7% |
| 1Y | -4.6% | +17.9% | -22.5% | -4.6% |
| 3Y | +6.1% | +66.3% | -60.2% | +7.3% |
| 5Y | -35.1% | +31.7% | -66.8% | -34.8% |
| 10Y | -12.5% | +150.0% | -162.5% | -8.3% |
| All | -12.5% | +166.9% | -179.4% | -8.3% |
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 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