+328.6%
TMO vs GEN
+159.8%
+168.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.9% |
| 7D | -0.6% | -1.3% | +0.6% | -0.4% |
| 30D | +1.1% | +6.1% | -5.0% | -0.2% |
| 3M | +28.3% | +27.0% | +1.4% | +21.6% |
| 6M | +23.3% | +43.9% | -20.6% | +12.9% |
| YTD | +5.5% | +13.0% | -7.5% | +1.7% |
| 1Y | +24.5% | +4.0% | +20.5% | +22.2% |
| 3Y | +19.6% | +66.2% | -46.6% | +5.0% |
| 5Y | +8.1% | +23.2% | -15.0% | -0.8% |
| All | +328.6% | +159.8% | +168.8% | +218.4% |
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