+191.1%
TRI vs GEN
+159.8%
+31.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.5% |
| 7D | -7.9% | -1.3% | -6.6% | -7.6% |
| 30D | -4.5% | +6.1% | -10.6% | -5.7% |
| 3M | +22.1% | +27.0% | -4.9% | +16.4% |
| 6M | -2.8% | +43.9% | -46.6% | -9.6% |
| YTD | -23.4% | +13.0% | -36.4% | -25.5% |
| 1Y | -41.5% | +4.0% | -45.6% | -42.4% |
| 3Y | -19.2% | +66.2% | -85.4% | -26.8% |
| 5Y | -9.4% | +23.2% | -32.6% | -15.2% |
| All | +191.1% | +159.8% | +31.2% | +133.6% |
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