-4.2%
TLT vs GEN
+0.6%
-4.8%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -0.3% | -2.9% | +2.6% | -0.2% |
| 30D | 0.0% | +2.1% | -2.1% | -0.1% |
| 3M | -2.9% | +19.7% | -22.6% | -3.3% |
| 6M | -6.3% | +33.3% | -39.5% | -7.1% |
| YTD | -3.3% | +11.1% | -14.5% | -3.7% |
| 1Y | -4.2% | +3.0% | -7.2% | -4.7% |
| All | -4.2% | +0.6% | -4.8% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling