+415.0%
TPR vs GEN
+66.2%
+348.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +9.2% |
| 3M | -17.4% | +2.9% | -20.3% | -18.7% |
| 6M | +2.3% | +33.6% | -31.3% | -8.0% |
| YTD | +7.1% | +12.0% | -4.9% | +3.2% |
| 1Y | +29.5% | +16.2% | +13.3% | +22.6% |
| 3Y | +415.0% | +65.1% | +350.0% | +326.4% |
| All | +415.0% | +66.2% | +348.9% | +326.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling