+8,398.6%
TPR vs GEN
+1,415.2%
+6,983.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | -0.2% |
| 7D | +14.2% | +2.3% | +11.9% | +13.4% |
| 30D | +17.1% | +33.1% | -16.0% | +6.7% |
| 3M | -17.7% | +6.5% | -24.2% | -20.4% |
| 6M | -10.2% | +53.8% | -64.0% | -23.7% |
| YTD | +4.9% | +11.2% | -6.3% | -1.7% |
| 1Y | +36.1% | +19.4% | +16.7% | +24.5% |
| 3Y | +416.5% | +81.0% | +335.4% | +308.5% |
| 5Y | +254.8% | +33.4% | +221.3% | +202.7% |
| 10Y | +391.7% | +164.3% | +227.5% | +205.8% |
| All | +8,398.6% | +1,415.2% | +6,983.4% | +2,728.7% |
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