+371.7%
TPR vs GEN
+156.5%
+215.2%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.8% | -2.2% |
| 7D | +6.4% | -0.8% | +7.2% | +6.6% |
| 30D | +13.8% | +31.2% | -17.4% | +6.1% |
| 3M | -16.6% | +6.1% | -22.7% | -18.7% |
| 6M | +0.7% | +38.1% | -37.4% | -8.9% |
| YTD | +5.3% | +14.4% | -9.0% | -0.4% |
| 1Y | +32.4% | +15.1% | +17.2% | +24.9% |
| 3Y | +406.4% | +68.5% | +337.9% | +331.7% |
| 5Y | +227.9% | +35.8% | +192.1% | +189.4% |
| 10Y | +371.7% | +155.4% | +216.3% | +226.5% |
| All | +371.7% | +156.5% | +215.2% | +226.5% |
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