+8,486.3%
TPR vs GEN
+1,456.4%
+7,029.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.9% | +8.0% | +7.4% |
| 7D | +13.9% | +8.5% | +5.3% | +10.9% |
| 30D | +14.9% | +34.2% | -19.3% | +4.5% |
| 3M | -15.4% | +10.0% | -25.3% | -19.0% |
| 6M | -4.5% | +56.8% | -61.2% | -19.3% |
| YTD | +6.0% | +14.2% | -8.3% | -1.5% |
| 1Y | +24.3% | +20.8% | +3.5% | +13.4% |
| 3Y | +412.8% | +84.1% | +328.8% | +303.6% |
| 5Y | +258.4% | +37.1% | +221.4% | +203.3% |
| 10Y | +396.8% | +171.5% | +225.3% | +206.4% |
| All | +8,486.3% | +1,456.4% | +7,029.9% | +2,734.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling