+356.2%
TPR vs GEN
+152.9%
+203.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.8% |
| 7D | -0.3% | +2.0% | -2.3% | -0.8% |
| 30D | +15.1% | +27.7% | -12.6% | +8.1% |
| 3M | +3.5% | +3.3% | +0.3% | +1.8% |
| 6M | +0.4% | +31.8% | -31.4% | -8.0% |
| YTD | +4.6% | +13.5% | -8.9% | -0.9% |
| 1Y | +33.1% | +16.0% | +17.1% | +25.2% |
| 3Y | +396.0% | +70.6% | +325.4% | +321.4% |
| 5Y | +230.3% | +32.1% | +198.2% | +193.2% |
| All | +356.2% | +152.9% | +203.3% | +209.3% |
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