+383.3%
TPR vs GEN
+151.0%
+232.3%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | +12.1% | +1.0% | +11.1% | +11.8% |
| 30D | +16.7% | +29.1% | -12.4% | +9.3% |
| 3M | -17.4% | +2.9% | -20.3% | -18.8% |
| 6M | +2.3% | +33.6% | -31.3% | -6.7% |
| YTD | +7.1% | +12.0% | -4.9% | +1.8% |
| 1Y | +29.5% | +16.2% | +13.3% | +21.8% |
| 3Y | +415.0% | +65.1% | +350.0% | +341.4% |
| 5Y | +261.5% | +33.3% | +228.2% | +220.6% |
| 10Y | +383.3% | +149.7% | +233.6% | +236.9% |
| All | +383.3% | +151.0% | +232.3% | +236.9% |
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